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 | $171,012 | $177,572-3.7% | $154,803+10.5% | $142,382+20.1% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 16.70% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,349 | $4,810-9.6% | $4,305+1.0% | $4,299+1.2% |
| Participant deferral / active EE | $9,050 | $6,272+44.3% | $5,540+63.3% | $6,507+39.1% |
| Admin fee / account holder | $2,858 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |