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 | $165,070 | $179,726-8.2% | $156,263+5.6% | $142,382+15.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 18.04% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,449 | $5,069+27.2% | $4,333+48.8% | $4,299+50.0% |
| Participant deferral / active EE | $10,850 | $6,956+56.0% | $6,158+76.2% | $6,507+66.7% |
| Admin fee / account holder | $1,424 | $17,272-91.8% | $14,255-90.0% | $12,624-88.7% |