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 | $172,908 | $165,335+4.6% | $149,696+15.5% | $158,922+8.8% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 17.13% | 348.15%-331.0pp | 276.60%-259.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,812 | $5,103-5.7% | $4,644+3.6% | $4,761+1.1% |
| Participant deferral / active EE | $9,629 | $7,181+34.1% | $6,842+40.7% | $5,982+61.0% |
| Admin fee / account holder | $4,413 | $10,807-59.2% | $9,309-52.6% | $11,246-60.8% |