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 | $151,848 | $179,726-15.5% | $156,263-2.8% | $142,382+6.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 13.82% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,061 | $5,069-59.3% | $4,333-52.4% | $4,299-52.1% |
| Participant deferral / active EE | $5,734 | $6,956-17.6% | $6,158-6.9% | $6,507-11.9% |
| Admin fee / account holder | $95,917 | $17,272+455.3% | $14,255+572.9% | $12,624+659.8% |