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 | $176,720 | $162,781+8.6% | $133,956+31.9% | $158,922+11.2% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 15.71% | 41.94%-26.2pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,604 | $4,975-47.7% | $3,919-33.5% | $4,761-45.3% |
| Participant deferral / active EE | $6,145 | $5,911+4.0% | $5,048+21.7% | $5,982+2.7% |
| Admin fee / account holder | $1,445 | $11,736-87.7% | $8,927-83.8% | $11,246-87.2% |