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 | $164,920 | $159,901+3.1% | $146,958+12.2% | $145,922+13.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.51% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,559 | $5,286-70.5% | $4,933-68.4% | $4,660-66.5% |
| Participant deferral / active EE | $9,219 | $8,428+9.4% | $8,070+14.2% | $6,688+37.8% |
| Admin fee / account holder | $67,759 | $15,044+350.4% | $12,998+421.3% | $13,397+405.8% |