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 | $170,197 | $183,519-7.3% | $155,509+9.4% | $145,922+16.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 24.48% | 61.17%-36.7pp | 64.67%-40.2pp | 561.29%-536.8pp |
| Employer contribution / active EE | $5,837 | $5,313+9.9% | $4,672+24.9% | $4,660+25.3% |
| Participant deferral / active EE | $10,832 | $6,462+67.6% | $5,626+92.5% | $6,688+62.0% |
| Admin fee / account holder | $653 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |