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 | $172,212 | $159,602+7.9% | $150,045+14.8% | $142,382+21.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.27% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,628 | $4,961-47.0% | $4,693-44.0% | $4,299-38.9% |
| Participant deferral / active EE | $8,798 | $8,310+5.9% | $7,997+10.0% | $6,507+35.2% |
| Admin fee / account holder | $2,106 | $14,846-85.8% | $13,435-84.3% | $12,624-83.3% |