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 | $176,661 | $177,572-0.5% | $154,803+14.1% | $142,382+24.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 28.16% | 65.07%-36.9pp | 58.88%-30.7pp | 217.08%-188.9pp |
| Employer contribution / active EE | $3,313 | $4,810-31.1% | $4,305-23.1% | $4,299-22.9% |
| Participant deferral / active EE | $4,976 | $6,272-20.7% | $5,540-10.2% | $6,507-23.5% |
| Admin fee / account holder | $2,289 | $16,786-86.4% | $14,329-84.0% | $12,624-81.9% |