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 | $165,522 | $177,572-6.8% | $154,803+6.9% | $142,382+16.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.31% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,814 | $4,810-41.5% | $4,305-34.6% | $4,299-34.5% |
| Participant deferral / active EE | $7,387 | $6,272+17.8% | $5,540+33.3% | $6,507+13.5% |
| Admin fee / account holder | $20,720 | $16,786+23.4% | $14,329+44.6% | $12,624+64.1% |