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 5-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 | $176,997 | $183,519-3.6% | $155,509+13.8% | $145,922+21.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 17.88% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $8,038 | $5,313+51.3% | $4,672+72.0% | $4,660+72.5% |
| Participant deferral / active EE | $6,364 | $6,462-1.5% | $5,626+13.1% | $6,688-4.8% |
| Admin fee / account holder | $625 | $19,313-96.8% | $15,912-96.1% | $13,397-95.3% |