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 | $161,869 | $159,602+1.4% | $150,045+7.9% | $142,382+13.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 14.26% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,988 | $4,961+0.6% | $4,693+6.3% | $4,299+16.0% |
| Participant deferral / active EE | $8,230 | $8,310-1.0% | $7,997+2.9% | $6,507+26.5% |
| Admin fee / account holder | $15,782 | $14,846+6.3% | $13,435+17.5% | $12,624+25.0% |