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 | $164,732 | $183,519-10.2% | $155,509+5.9% | $145,922+12.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.60% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $10,066 | $5,313+89.5% | $4,672+115.4% | $4,660+116.0% |
| Participant deferral / active EE | $6,514 | $6,462+0.8% | $5,626+15.8% | $6,688-2.6% |
| Admin fee / account holder | $1,149 | $19,313-94.0% | $15,912-92.8% | $13,397-91.4% |