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 | $168,261 | $157,256+7.0% | $141,162+19.2% | $152,861+10.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 29.23% | 64.32%-35.1pp | 71.39%-42.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $3,908 | $5,261-25.7% | $4,735-17.5% | $4,762-17.9% |
| Participant deferral / active EE | $11,573 | $7,109+62.8% | $6,709+72.5% | $5,850+97.8% |
| Admin fee / account holder | $471 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |