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 9-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 | $178,850 | $159,602+12.1% | $150,045+19.2% | $142,382+25.6% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 20.62% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,286 | $4,961-53.9% | $4,693-51.3% | $4,299-46.8% |
| Participant deferral / active EE | $7,578 | $8,310-8.8% | $7,997-5.2% | $6,507+16.5% |
| Admin fee / account holder | $801 | $14,846-94.6% | $13,435-94.0% | $12,624-93.7% |