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 | $179,798 | $177,572+1.3% | $154,803+16.1% | $142,382+26.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $9,236 | $4,810+92.0% | $4,305+114.5% | $4,299+114.8% |
| Participant deferral / active EE | $4,510 | $6,272-28.1% | $5,540-18.6% | $6,507-30.7% |
| Admin fee / account holder | $12,927 | $16,786-23.0% | $14,329-9.8% | $12,624+2.4% |