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 | $180,905 | $159,602+13.3% | $150,045+20.6% | $142,382+27.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 12.54% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,620 | $4,961-47.2% | $4,693-44.2% | $4,299-39.0% |
| Participant deferral / active EE | $8,426 | $8,310+1.4% | $7,997+5.4% | $6,507+29.5% |
| Admin fee / account holder | $5,223 | $14,846-64.8% | $13,435-61.1% | $12,624-58.6% |