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 | $171,713 | $165,984+3.5% | $164,813+4.2% | $145,922+17.7% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 13.53% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $5,043 | $5,273-4.4% | $4,341+16.2% | $4,660+8.2% |
| Participant deferral / active EE | $10,194 | $6,959+46.5% | $6,031+69.0% | $6,688+52.4% |
| Admin fee / account holder | $1,175 | $16,648-92.9% | $12,690-90.7% | $13,397-91.2% |