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 | $169,733 | $185,822-8.7% | $169,993-0.2% | $139,434+21.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 20.68% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $12,836 | $7,590+69.1% | $6,785+89.2% | $4,751+170.2% |
| Participant deferral / active EE | $15,887 | $11,622+36.7% | $10,408+52.6% | $6,710+136.8% |
| Admin fee / account holder | $21,105 | $15,381+37.2% | $12,815+64.7% | $11,403+85.1% |