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 | $193,731 | $183,519+5.6% | $155,509+24.6% | $145,922+32.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.60% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,290 | $5,313-38.1% | $4,672-29.6% | $4,660-29.4% |
| Participant deferral / active EE | $10,044 | $6,462+55.4% | $5,626+78.5% | $6,688+50.2% |
| Admin fee / account holder | $837 | $19,313-95.7% | $15,912-94.7% | $13,397-93.8% |