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 | $187,396 | $197,591-5.2% | $177,821+5.4% | $158,922+17.9% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 13.82% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,851 | $6,697-72.4% | $5,918-68.7% | $4,761-61.1% |
| Participant deferral / active EE | $3,703 | $8,405-55.9% | $7,714-52.0% | $5,982-38.1% |
| Admin fee / account holder | $596 | $15,399-96.1% | $12,427-95.2% | $11,246-94.7% |