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 | $157,519 | $159,602-1.3% | $150,045+5.0% | $142,382+10.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 16.94% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,110 | $4,961-77.6% | $4,693-76.4% | $4,299-74.2% |
| Participant deferral / active EE | $6,410 | $8,310-22.9% | $7,997-19.8% | $6,507-1.5% |
| Admin fee / account holder | $1,121 | $14,846-92.4% | $13,435-91.7% | $12,624-91.1% |