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 | $172,044 | $175,202-1.8% | $149,673+14.9% | $139,434+23.4% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 13.83% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,775 | $5,474-49.3% | $4,818-42.4% | $4,751-41.6% |
| Participant deferral / active EE | $4,649 | $6,519-28.7% | $5,680-18.2% | $6,710-30.7% |
| Admin fee / account holder | $2,665 | $16,150-83.5% | $13,210-79.8% | $11,403-76.6% |