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 | $166,967 | $183,519-9.0% | $155,509+7.4% | $145,922+14.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.85% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $8,558 | $5,313+61.1% | $4,672+83.1% | $4,660+83.7% |
| Participant deferral / active EE | $3,552 | $6,462-45.0% | $5,626-36.9% | $6,688-46.9% |
| Admin fee / account holder | $1,061 | $19,313-94.5% | $15,912-93.3% | $13,397-92.1% |