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 | $174,088 | $198,466-12.3% | $170,442+2.1% | $147,584+18.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 13.77% | 257.29%-243.5pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,986 | $6,184-51.7% | $5,433-45.0% | $4,876-38.8% |
| Participant deferral / active EE | $8,975 | $5,629+59.4% | $4,939+81.7% | $5,439+65.0% |
| Admin fee / account holder | $412 | $16,852-97.6% | $13,880-97.0% | $10,885-96.2% |