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 | $168,580 | $159,602+5.6% | $150,045+12.4% | $142,382+18.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.78% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,884 | $4,961-21.7% | $4,693-17.2% | $4,299-9.6% |
| Participant deferral / active EE | $12,373 | $8,310+48.9% | $7,997+54.7% | $6,507+90.1% |
| Admin fee / account holder | $2,748 | $14,846-81.5% | $13,435-79.5% | $12,624-78.2% |