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 | $173,430 | $165,335+4.9% | $149,696+15.9% | $158,922+9.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 11.13% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,816 | $5,103-44.8% | $4,644-39.4% | $4,761-40.9% |
| Participant deferral / active EE | $8,031 | $7,181+11.8% | $6,842+17.4% | $5,982+34.2% |
| Admin fee / account holder | $984 | $10,807-90.9% | $9,309-89.4% | $11,246-91.2% |