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 | $171,302 | $159,602+7.3% | $150,045+14.2% | $142,382+20.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.80% | 70.24%-50.4pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,884 | $4,961-21.7% | $4,693-17.3% | $4,299-9.7% |
| Participant deferral / active EE | $11,304 | $8,310+36.0% | $7,997+41.3% | $6,507+73.7% |
| Admin fee / account holder | $811 | $14,846-94.5% | $13,435-94.0% | $12,624-93.6% |