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 | $182,379 | $177,572+2.7% | $154,803+17.8% | $142,382+28.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 15.64% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,236 | $4,810-32.7% | $4,305-24.8% | $4,299-24.7% |
| Participant deferral / active EE | $10,055 | $6,272+60.3% | $5,540+81.5% | $6,507+54.5% |
| Admin fee / account holder | $3,620 | $16,786-78.4% | $14,329-74.7% | $12,624-71.3% |