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 | $185,412 | $177,572+4.4% | $154,803+19.8% | $142,382+30.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 18.76% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $9,273 | $4,810+92.8% | $4,305+115.4% | $4,299+115.7% |
| Participant deferral / active EE | $10,331 | $6,272+64.7% | $5,540+86.5% | $6,507+58.8% |
| Admin fee / account holder | $494 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |