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 | $169,818 | $157,256+8.0% | $141,162+20.3% | $152,861+11.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.53% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $9,808 | $5,261+86.4% | $4,735+107.1% | $4,762+105.9% |
| Participant deferral / active EE | $5,747 | $7,109-19.2% | $6,709-14.3% | $5,850-1.8% |
| Admin fee / account holder | $680 | $12,120-94.4% | $10,261-93.4% | $11,596-94.1% |