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 | $172,788 | $179,726-3.9% | $156,263+10.6% | $142,382+21.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 13.65% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,516 | $5,069-10.9% | $4,333+4.2% | $4,299+5.1% |
| Participant deferral / active EE | $10,259 | $6,956+47.5% | $6,158+66.6% | $6,507+57.6% |
| Admin fee / account holder | $37,815 | $17,272+118.9% | $14,255+165.3% | $12,624+199.6% |