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 | $158,079 | $148,534+6.4% | $135,903+16.3% | $139,434+13.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.14% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $7,622 | $5,243+45.4% | $4,856+56.9% | $4,751+60.4% |
| Participant deferral / active EE | $8,090 | $8,100-0.1% | $7,758+4.3% | $6,710+20.6% |
| Admin fee / account holder | $5,898 | $12,400-52.4% | $10,762-45.2% | $11,403-48.3% |