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 | $160,108 | $197,591-19.0% | $177,821-10.0% | $158,922+0.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 22.23% | 58.76%-36.5pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $4,263 | $6,697-36.4% | $5,918-28.0% | $4,761-10.5% |
| Participant deferral / active EE | $15,485 | $8,405+84.2% | $7,714+100.7% | $5,982+158.9% |
| Admin fee / account holder | $8,083 | $15,399-47.5% | $12,427-35.0% | $11,246-28.1% |