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 | $179,552 | $159,602+12.5% | $150,045+19.7% | $142,382+26.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.73% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,786 | $4,961-43.8% | $4,693-40.6% | $4,299-35.2% |
| Participant deferral / active EE | $13,364 | $8,310+60.8% | $7,997+67.1% | $6,507+105.4% |
| Admin fee / account holder | $913 | $14,846-93.9% | $13,435-93.2% | $12,624-92.8% |