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 3-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 | $172,003 | $159,602+7.8% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 147.84% | 70.24%+77.6pp | 62.55%+85.3pp | 217.08%-69.2pp |
| Employer contribution / active EE | $6,608 | $4,961+33.2% | $4,693+40.8% | $4,299+53.7% |
| Participant deferral / active EE | $12,899 | $8,310+55.2% | $7,997+61.3% | $6,507+98.2% |
| Admin fee / account holder | $857 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |