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 | $153,893 | $165,335-6.9% | $149,696+2.8% | $158,922-3.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.51% | 348.15%-332.6pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $5,398 | $5,103+5.8% | $4,644+16.2% | $4,761+13.4% |
| Participant deferral / active EE | $12,437 | $7,181+73.2% | $6,842+81.8% | $5,982+107.9% |
| Admin fee / account holder | $4,599 | $10,807-57.4% | $9,309-50.6% | $11,246-59.1% |