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 | $174,856 | $159,901+9.4% | $146,958+19.0% | $145,922+19.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.49% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,594 | $5,286-50.9% | $4,933-47.4% | $4,660-44.3% |
| Participant deferral / active EE | $7,480 | $8,428-11.2% | $8,070-7.3% | $6,688+11.9% |
| Admin fee / account holder | $838 | $15,044-94.4% | $12,998-93.5% | $13,397-93.7% |