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 | $171,036 | $179,726-4.8% | $156,263+9.5% | $142,382+20.1% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 15.08% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,504 | $5,069-50.6% | $4,333-42.2% | $4,299-41.7% |
| Participant deferral / active EE | $6,815 | $6,956-2.0% | $6,158+10.7% | $6,507+4.7% |
| Admin fee / account holder | $14,991 | $17,272-13.2% | $14,255+5.2% | $12,624+18.8% |