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 8-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 | $167,900 | $159,602+5.2% | $150,045+11.9% | $142,382+17.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 15.74% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,555 | $4,961-48.5% | $4,693-45.6% | $4,299-40.6% |
| Participant deferral / active EE | $8,647 | $8,310+4.1% | $7,997+8.1% | $6,507+32.9% |
| Admin fee / account holder | $5,628 | $14,846-62.1% | $13,435-58.1% | $12,624-55.4% |