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 | $156,163 | $179,726-13.1% | $156,263-0.1% | $142,382+9.7% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 15.06% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,268 | $5,069-75.0% | $4,333-70.7% | $4,299-70.5% |
| Participant deferral / active EE | $5,309 | $6,956-23.7% | $6,158-13.8% | $6,507-18.4% |
| Admin fee / account holder | $59,807 | $17,272+246.3% | $14,255+319.6% | $12,624+373.8% |