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 | $205,059 | $177,572+15.5% | $154,803+32.5% | $142,382+44.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 20.55% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,726 | $4,810+39.8% | $4,305+56.2% | $4,299+56.4% |
| Participant deferral / active EE | $5,457 | $6,272-13.0% | $5,540-1.5% | $6,507-16.1% |
| Admin fee / account holder | $331 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |