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 | $168,117 | $159,602+5.3% | $150,045+12.0% | $142,382+18.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.15% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,900 | $4,961-61.7% | $4,693-59.5% | $4,299-55.8% |
| Participant deferral / active EE | $6,016 | $8,310-27.6% | $7,997-24.8% | $6,507-7.5% |
| Admin fee / account holder | $1,952 | $14,846-86.9% | $13,435-85.5% | $12,624-84.5% |