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 | $167,888 | $179,726-6.6% | $156,263+7.4% | $142,382+17.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 14.12% | 77.86%-63.7pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,020 | $5,069-20.7% | $4,333-7.2% | $4,299-6.5% |
| Participant deferral / active EE | $5,967 | $6,956-14.2% | $6,158-3.1% | $6,507-8.3% |
| Admin fee / account holder | $1,639 | $17,272-90.5% | $14,255-88.5% | $12,624-87.0% |