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 | $175,601 | $165,335+6.2% | $149,696+17.3% | $158,922+10.5% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 13.40% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,704 | $5,103-47.0% | $4,644-41.8% | $4,761-43.2% |
| Participant deferral / active EE | $8,322 | $7,181+15.9% | $6,842+21.6% | $5,982+39.1% |
| Admin fee / account holder | $2,371 | $10,807-78.1% | $9,309-74.5% | $11,246-78.9% |