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 | $146,273 | $157,256-7.0% | $141,162+3.6% | $152,861-4.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 20.01% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,885 | $5,261-64.2% | $4,735-60.2% | $4,762-60.4% |
| Participant deferral / active EE | $4,317 | $7,109-39.3% | $6,709-35.6% | $5,850-26.2% |
| Admin fee / account holder | $1,129 | $12,120-90.7% | $10,261-89.0% | $11,596-90.3% |