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 | $160,045 | $148,534+7.7% | $135,903+17.8% | $139,434+14.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.76% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,921 | $5,243-6.1% | $4,856+1.3% | $4,751+3.6% |
| Participant deferral / active EE | $10,661 | $8,100+31.6% | $7,758+37.4% | $6,710+58.9% |
| Admin fee / account holder | $2,493 | $12,400-79.9% | $10,762-76.8% | $11,403-78.1% |