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 7-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 | $170,063 | $179,726-5.4% | $156,263+8.8% | $142,382+19.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 18.69% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,669 | $5,069+11.8% | $4,333+30.8% | $4,299+31.9% |
| Participant deferral / active EE | $10,290 | $6,956+47.9% | $6,158+67.1% | $6,507+58.1% |
| Admin fee / account holder | $468 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |