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 | $177,425 | $179,726-1.3% | $156,263+13.5% | $142,382+24.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 16.37% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,994 | $5,069-21.2% | $4,333-7.8% | $4,299-7.1% |
| Participant deferral / active EE | $9,078 | $6,956+30.5% | $6,158+47.4% | $6,507+39.5% |
| Admin fee / account holder | $9,377 | $17,272-45.7% | $14,255-34.2% | $12,624-25.7% |