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 | $184,792 | $183,519+0.7% | $155,509+18.8% | $145,922+26.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.19% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,306 | $5,313-37.8% | $4,672-29.2% | $4,660-29.0% |
| Participant deferral / active EE | $6,182 | $6,462-4.3% | $5,626+9.9% | $6,688-7.6% |
| Admin fee / account holder | $1,048 | $19,313-94.6% | $15,912-93.4% | $13,397-92.2% |