See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,081 | $165,335-2.6% | $149,696+7.6% | $158,922+1.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 27.83% | 348.15%-320.3pp | 276.60%-248.8pp | 302.83%-275.0pp |
| Employer contribution / active EE | $5,775 | $5,103+13.2% | $4,644+24.3% | $4,761+21.3% |
| Participant deferral / active EE | $11,866 | $7,181+65.2% | $6,842+73.4% | $5,982+98.4% |
| Admin fee / account holder | $6,639 | $10,807-38.6% | $9,309-28.7% | $11,246-41.0% |