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 8-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 | $191,164 | $183,519+4.2% | $155,509+22.9% | $145,922+31.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.27% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,710 | $5,313-30.2% | $4,672-20.6% | $4,660-20.4% |
| Participant deferral / active EE | $7,714 | $6,462+19.4% | $5,626+37.1% | $6,688+15.3% |
| Admin fee / account holder | $1,444 | $19,313-92.5% | $15,912-90.9% | $13,397-89.2% |