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 | $159,868 | $175,202-8.8% | $149,673+6.8% | $139,434+14.7% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 17.40% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,750 | $5,474-49.8% | $4,818-42.9% | $4,751-42.1% |
| Participant deferral / active EE | $3,365 | $6,519-48.4% | $5,680-40.8% | $6,710-49.9% |
| Admin fee / account holder | $33,411 | $16,150+106.9% | $13,210+152.9% | $11,403+193.0% |