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 | $177,200 | $157,256+12.7% | $141,162+25.5% | $152,861+15.9% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 22.40% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,774 | $5,261-47.3% | $4,735-41.4% | $4,762-41.7% |
| Participant deferral / active EE | $10,269 | $7,109+44.4% | $6,709+53.1% | $5,850+75.5% |
| Admin fee / account holder | $17,792 | $12,120+46.8% | $10,261+73.4% | $11,596+53.4% |