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 | $171,920 | $159,602+7.7% | $150,045+14.6% | $142,382+20.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,166 | $4,961+4.1% | $4,693+10.1% | $4,299+20.2% |
| Participant deferral / active EE | $7,073 | $8,310-14.9% | $7,997-11.6% | $6,507+8.7% |
| Admin fee / account holder | $6,509 | $14,846-56.2% | $13,435-51.6% | $12,624-48.4% |