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 | $169,487 | $177,572-4.6% | $154,803+9.5% | $142,382+19.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.84% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $15,871 | $4,810+229.9% | $4,305+268.6% | $4,299+269.2% |
| Participant deferral / active EE | $12,351 | $6,272+96.9% | $5,540+122.9% | $6,507+89.8% |
| Admin fee / account holder | $14,164 | $16,786-15.6% | $14,329-1.2% | $12,624+12.2% |