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 9-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 | $169,909 | $176,056-3.5% | $159,436+6.6% | $167,490+1.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.86% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $9,280 | $5,297+75.2% | $4,829+92.2% | $4,837+91.8% |
| Participant deferral / active EE | $13,339 | $7,750+72.1% | $7,352+81.4% | $6,341+110.4% |
| Admin fee / account holder | $810 | $12,554-93.6% | $10,799-92.5% | $12,309-93.4% |