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 | $168,331 | $177,572-5.2% | $154,803+8.7% | $142,382+18.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.38% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,083 | $4,810-56.7% | $4,305-51.6% | $4,299-51.6% |
| Participant deferral / active EE | $8,734 | $6,272+39.3% | $5,540+57.6% | $6,507+34.2% |
| Admin fee / account holder | $3,176 | $16,786-81.1% | $14,329-77.8% | $12,624-74.8% |