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 | $163,177 | $177,572-8.1% | $154,803+5.4% | $142,382+14.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.02% | 65.07%-47.0pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,870 | $4,810-40.3% | $4,305-33.3% | $4,299-33.2% |
| Participant deferral / active EE | $7,393 | $6,272+17.9% | $5,540+33.4% | $6,507+13.6% |
| Admin fee / account holder | $1,275 | $16,786-92.4% | $14,329-91.1% | $12,624-89.9% |