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 9-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 | $160,346 | $177,572-9.7% | $154,803+3.6% | $142,382+12.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 18.37% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $8,620 | $4,810+79.2% | $4,305+100.2% | $4,299+100.5% |
| Participant deferral / active EE | $8,010 | $6,272+27.7% | $5,540+44.6% | $6,507+23.1% |
| Admin fee / account holder | $439 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |