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 | $166,101 | $159,602+4.1% | $150,045+10.7% | $142,382+16.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.43% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,524 | $4,961+31.5% | $4,693+39.0% | $4,299+51.7% |
| Participant deferral / active EE | $15,085 | $8,310+81.5% | $7,997+88.6% | $6,507+131.8% |
| Admin fee / account holder | $18,244 | $14,846+22.9% | $13,435+35.8% | $12,624+44.5% |