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 | $166,715 | $159,602+4.5% | $150,045+11.1% | $142,382+17.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.47% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $7,635 | $4,961+53.9% | $4,693+62.7% | $4,299+77.6% |
| Participant deferral / active EE | $11,521 | $8,310+38.6% | $7,997+44.1% | $6,507+77.1% |
| Admin fee / account holder | $21,086 | $14,846+42.0% | $13,435+57.0% | $12,624+67.0% |