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 | $171,118 | $177,572-3.6% | $154,803+10.5% | $142,382+20.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,490 | $4,810-48.2% | $4,305-42.2% | $4,299-42.1% |
| Participant deferral / active EE | $7,896 | $6,272+25.9% | $5,540+42.5% | $6,507+21.3% |
| Admin fee / account holder | $1,488 | $16,786-91.1% | $14,329-89.6% | $12,624-88.2% |