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 | $155,222 | $159,602-2.7% | $150,045+3.5% | $142,382+9.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.64% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,466 | $4,961-10.0% | $4,693-4.8% | $4,299+3.9% |
| Participant deferral / active EE | $11,443 | $8,310+37.7% | $7,997+43.1% | $6,507+75.9% |
| Admin fee / account holder | $99,513 | $14,846+570.3% | $13,435+640.7% | $12,624+688.3% |