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 | $166,840 | $159,602+4.5% | $150,045+11.2% | $142,382+17.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 58.40% | 70.24%-11.8pp | 62.55%-4.1pp | 217.08%-158.7pp |
| Employer contribution / active EE | $1,676 | $4,961-66.2% | $4,693-64.3% | $4,299-61.0% |
| Participant deferral / active EE | $5,061 | $8,310-39.1% | $7,997-36.7% | $6,507-22.2% |
| Admin fee / account holder | $2,927 | $14,846-80.3% | $13,435-78.2% | $12,624-76.8% |