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 | $171,414 | $159,602+7.4% | $150,045+14.2% | $142,382+20.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.11% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,470 | $4,961-50.2% | $4,693-47.4% | $4,299-42.5% |
| Participant deferral / active EE | $6,721 | $8,310-19.1% | $7,997-16.0% | $6,507+3.3% |
| Admin fee / account holder | $4,218 | $14,846-71.6% | $13,435-68.6% | $12,624-66.6% |