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 | $167,527 | $183,963-8.9% | $162,163+3.3% | $152,861+9.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 14.96% | 150.76%-135.8pp | 115.59%-100.6pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,196 | $6,371-65.5% | $5,614-60.9% | $4,762-53.9% |
| Participant deferral / active EE | $7,474 | $8,034-7.0% | $7,298+2.4% | $5,850+27.8% |
| Admin fee / account holder | $997 | $13,121-92.4% | $10,843-90.8% | $11,596-91.4% |