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 7-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 | $157,853 | $154,117+2.4% | $129,995+21.4% | $139,434+13.2% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 13.80% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,992 | $5,289-24.5% | $4,320-7.6% | $4,751-16.0% |
| Participant deferral / active EE | $9,787 | $6,710+45.9% | $5,820+68.2% | $6,710+45.9% |
| Admin fee / account holder | $2,397 | $14,007-82.9% | $10,614-77.4% | $11,403-79.0% |