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 | $157,696 | $176,056-10.4% | $159,436-1.1% | $167,490-5.8% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 13.65% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,010 | $5,297-24.3% | $4,829-17.0% | $4,837-17.1% |
| Participant deferral / active EE | $10,576 | $7,750+36.5% | $7,352+43.8% | $6,341+66.8% |
| Admin fee / account holder | $5,189 | $12,554-58.7% | $10,799-51.9% | $12,309-57.8% |