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 | $161,777 | $172,478-6.2% | $145,661+11.1% | $142,382+13.6% |
| Participation rate | 95.8% | 80.1%+15.7pp | 77.2%+18.6pp | 80.1%+15.7pp |
| Annual return | 17.19% | 151.09%-133.9pp | 101.46%-84.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,479 | $4,899-8.6% | $4,238+5.7% | $4,299+4.2% |
| Participant deferral / active EE | $16,616 | $8,348+99.0% | $7,198+130.8% | $6,507+155.4% |
| Admin fee / account holder | $16,595 | $16,864-1.6% | $12,466+33.1% | $12,624+31.5% |