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 | $164,644 | $177,572-7.3% | $154,803+6.4% | $142,382+15.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.70% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,042 | $4,810-57.6% | $4,305-52.6% | $4,299-52.5% |
| Participant deferral / active EE | $8,196 | $6,272+30.7% | $5,540+47.9% | $6,507+26.0% |
| Admin fee / account holder | $2,530 | $16,786-84.9% | $14,329-82.3% | $12,624-80.0% |