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 | $182,967 | $165,335+10.7% | $149,696+22.2% | $158,922+15.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.72% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,457 | $5,103-51.8% | $4,644-47.1% | $4,761-48.4% |
| Participant deferral / active EE | $7,564 | $7,181+5.3% | $6,842+10.6% | $5,982+26.4% |
| Admin fee / account holder | $7,395 | $10,807-31.6% | $9,309-20.6% | $11,246-34.2% |