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 | $157,826 | $177,572-11.1% | $154,803+2.0% | $142,382+10.8% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 11.91% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,371 | $4,810-50.7% | $4,305-44.9% | $4,299-44.8% |
| Participant deferral / active EE | $3,771 | $6,272-39.9% | $5,540-31.9% | $6,507-42.0% |
| Admin fee / account holder | $8,741 | $16,786-47.9% | $14,329-39.0% | $12,624-30.8% |