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 | $175,512 | $198,466-11.6% | $170,442+3.0% | $147,584+18.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.83% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,065 | $6,184-50.4% | $5,433-43.6% | $4,876-37.2% |
| Participant deferral / active EE | $6,036 | $5,629+7.2% | $4,939+22.2% | $5,439+11.0% |
| Admin fee / account holder | $520 | $16,852-96.9% | $13,880-96.3% | $10,885-95.2% |