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 | $176,799 | $165,984+6.5% | $164,813+7.3% | $145,922+21.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 14.88% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,515 | $5,273+4.6% | $4,341+27.1% | $4,660+18.4% |
| Participant deferral / active EE | $8,050 | $6,959+15.7% | $6,031+33.5% | $6,688+20.4% |
| Admin fee / account holder | $17,886 | $16,648+7.4% | $12,690+40.9% | $13,397+33.5% |