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 | $173,784 | $179,726-3.3% | $156,263+11.2% | $142,382+22.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 17.88% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,778 | $5,069+14.0% | $4,333+33.4% | $4,299+34.4% |
| Participant deferral / active EE | $7,299 | $6,956+4.9% | $6,158+18.5% | $6,507+12.2% |
| Admin fee / account holder | $2,302 | $17,272-86.7% | $14,255-83.9% | $12,624-81.8% |