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 5-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 | $167,628 | $177,572-5.6% | $154,803+8.3% | $142,382+17.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.62% | 65.07%-48.4pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $10,374 | $4,810+115.7% | $4,305+140.9% | $4,299+141.3% |
| Participant deferral / active EE | $8,267 | $6,272+31.8% | $5,540+49.2% | $6,507+27.0% |
| Admin fee / account holder | $7,154 | $16,786-57.4% | $14,329-50.1% | $12,624-43.3% |