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 | $168,687 | $177,572-5.0% | $154,803+9.0% | $142,382+18.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,582 | $4,810-25.5% | $4,305-16.8% | $4,299-16.7% |
| Participant deferral / active EE | $8,032 | $6,272+28.1% | $5,540+45.0% | $6,507+23.4% |
| Admin fee / account holder | $2,234 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |