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 | $168,994 | $165,335+2.2% | $149,696+12.9% | $158,922+6.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.51% | 348.15%-335.6pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,730 | $5,103-66.1% | $4,644-62.8% | $4,761-63.7% |
| Participant deferral / active EE | $6,566 | $7,181-8.6% | $6,842-4.0% | $5,982+9.8% |
| Admin fee / account holder | $21,564 | $10,807+99.5% | $9,309+131.7% | $11,246+91.8% |