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 | $164,378 | $159,602+3.0% | $150,045+9.6% | $142,382+15.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.70% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,182 | $4,961+4.5% | $4,693+10.4% | $4,299+20.5% |
| Participant deferral / active EE | $9,811 | $8,310+18.1% | $7,997+22.7% | $6,507+50.8% |
| Admin fee / account holder | $21,279 | $14,846+43.3% | $13,435+58.4% | $12,624+68.6% |