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 | $175,349 | $176,056-0.4% | $159,436+10.0% | $167,490+4.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.41% | 331.75%-315.3pp | 263.57%-247.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,351 | $5,297-55.6% | $4,829-51.3% | $4,837-51.4% |
| Participant deferral / active EE | $8,771 | $7,750+13.2% | $7,352+19.3% | $6,341+38.3% |
| Admin fee / account holder | $1,282 | $12,554-89.8% | $10,799-88.1% | $12,309-89.6% |