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 | $167,612 | $159,602+5.0% | $150,045+11.7% | $142,382+17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.50% | 70.24%-54.7pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,484 | $4,961-9.6% | $4,693-4.5% | $4,299+4.3% |
| Participant deferral / active EE | $9,127 | $8,310+9.8% | $7,997+14.1% | $6,507+40.3% |
| Admin fee / account holder | $4,227 | $14,846-71.5% | $13,435-68.5% | $12,624-66.5% |