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 | $206,127 | $214,378-3.8% | $200,582+2.8% | $142,382+44.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 15.10% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,999 | $6,841-26.9% | $6,419-22.1% | $4,299+16.3% |
| Participant deferral / active EE | $9,746 | $9,865-1.2% | $9,331+4.5% | $6,507+49.8% |
| Admin fee / account holder | $1,592 | $17,692-91.0% | $16,305-90.2% | $12,624-87.4% |