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 | $166,697 | $159,602+4.4% | $150,045+11.1% | $142,382+17.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 15.96% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,317 | $4,961-53.3% | $4,693-50.6% | $4,299-46.1% |
| Participant deferral / active EE | $5,058 | $8,310-39.1% | $7,997-36.7% | $6,507-22.3% |
| Admin fee / account holder | $408 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |