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 6-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 | $169,966 | $159,602+6.5% | $150,045+13.3% | $142,382+19.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.54% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,887 | $4,961-41.8% | $4,693-38.5% | $4,299-32.9% |
| Participant deferral / active EE | $9,764 | $8,310+17.5% | $7,997+22.1% | $6,507+50.1% |
| Admin fee / account holder | $2,695 | $14,846-81.8% | $13,435-79.9% | $12,624-78.7% |