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 | $170,767 | $209,411-18.5% | $178,490-4.3% | $158,922+7.5% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 14.60% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $7,028 | $5,706+23.2% | $5,011+40.3% | $4,761+47.6% |
| Participant deferral / active EE | $4,555 | $5,954-23.5% | $5,202-12.4% | $5,982-23.9% |
| Admin fee / account holder | $820 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |