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 | $170,151 | $177,572-4.2% | $154,803+9.9% | $142,382+19.5% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 16.42% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,374 | $4,810-50.6% | $4,305-44.9% | $4,299-44.8% |
| Participant deferral / active EE | $6,720 | $6,272+7.2% | $5,540+21.3% | $6,507+3.3% |
| Admin fee / account holder | $4,979 | $16,786-70.3% | $14,329-65.3% | $12,624-60.6% |