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 | $221,629 | $159,602+38.9% | $150,045+47.7% | $142,382+55.7% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 14.61% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,987 | $4,961-39.8% | $4,693-36.4% | $4,299-30.5% |
| Participant deferral / active EE | $5,161 | $8,310-37.9% | $7,997-35.5% | $6,507-20.7% |
| Admin fee / account holder | $2,632 | $14,846-82.3% | $13,435-80.4% | $12,624-79.1% |