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 | $184,921 | $177,572+4.1% | $154,803+19.5% | $142,382+29.9% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $9,453 | $4,810+96.5% | $4,305+119.6% | $4,299+119.9% |
| Participant deferral / active EE | $4,942 | $6,272-21.2% | $5,540-10.8% | $6,507-24.1% |
| Admin fee / account holder | $1,343 | $16,786-92.0% | $14,329-90.6% | $12,624-89.4% |