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 | $167,599 | $179,726-6.7% | $156,263+7.3% | $142,382+17.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 17.58% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,513 | $5,069+87.7% | $4,333+119.5% | $4,299+121.3% |
| Participant deferral / active EE | $9,175 | $6,956+31.9% | $6,158+49.0% | $6,507+41.0% |
| Admin fee / account holder | $2,591 | $17,272-85.0% | $14,255-81.8% | $12,624-79.5% |