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 | $171,943 | $165,335+4.0% | $149,696+14.9% | $158,922+8.2% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 15.38% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,235 | $5,103+41.8% | $4,644+55.8% | $4,761+52.0% |
| Participant deferral / active EE | $9,858 | $7,181+37.3% | $6,842+44.1% | $5,982+64.8% |
| Admin fee / account holder | $719 | $10,807-93.3% | $9,309-92.3% | $11,246-93.6% |