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 | $174,031 | $159,602+9.0% | $150,045+16.0% | $142,382+22.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.51% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,608 | $4,961+73.5% | $4,693+83.4% | $4,299+100.2% |
| Participant deferral / active EE | $21,114 | $8,310+154.1% | $7,997+164.0% | $6,507+224.5% |
| Admin fee / account holder | $5,880 | $14,846-60.4% | $13,435-56.2% | $12,624-53.4% |