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 | $136,584 | $157,256-13.1% | $141,162-3.2% | $152,861-10.6% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 19.39% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,127 | $5,261-40.6% | $4,735-34.0% | $4,762-34.3% |
| Participant deferral / active EE | $7,447 | $7,109+4.7% | $6,709+11.0% | $5,850+27.3% |
| Admin fee / account holder | $6,019 | $12,120-50.3% | $10,261-41.3% | $11,596-48.1% |