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 | $187,811 | $177,572+5.8% | $154,803+21.3% | $142,382+31.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.34% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,231 | $4,810+29.5% | $4,305+44.7% | $4,299+44.9% |
| Participant deferral / active EE | $6,336 | $6,272+1.0% | $5,540+14.4% | $6,507-2.6% |
| Admin fee / account holder | $1,784 | $16,786-89.4% | $14,329-87.5% | $12,624-85.9% |