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 | $175,422 | $159,602+9.9% | $150,045+16.9% | $142,382+23.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 17.95% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,026 | $4,961-59.2% | $4,693-56.8% | $4,299-52.9% |
| Participant deferral / active EE | $4,345 | $8,310-47.7% | $7,997-45.7% | $6,507-33.2% |
| Admin fee / account holder | $60,297 | $14,846+306.1% | $13,435+348.8% | $12,624+377.6% |