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 | $175,984 | $159,602+10.3% | $150,045+17.3% | $142,382+23.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,514 | $4,961-9.0% | $4,693-3.8% | $4,299+5.0% |
| Participant deferral / active EE | $7,520 | $8,310-9.5% | $7,997-6.0% | $6,507+15.6% |
| Admin fee / account holder | $1,583 | $14,846-89.3% | $13,435-88.2% | $12,624-87.5% |