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 10-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 | $161,285 | $197,591-18.4% | $177,821-9.3% | $158,922+1.5% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 16.87% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $11,804 | $6,697+76.2% | $5,918+99.5% | $4,761+147.9% |
| Participant deferral / active EE | $8,912 | $8,405+6.0% | $7,714+15.5% | $5,982+49.0% |
| Admin fee / account holder | $1,177 | $15,399-92.4% | $12,427-90.5% | $11,246-89.5% |