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 9-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 | $174,948 | $148,534+17.8% | $135,903+28.7% | $139,434+25.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.77% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,144 | $5,243-40.0% | $4,856-35.2% | $4,751-33.8% |
| Participant deferral / active EE | $4,644 | $8,100-42.7% | $7,758-40.1% | $6,710-30.8% |
| Admin fee / account holder | $407 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |