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 9-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 | $143,484 | $159,602-10.1% | $150,045-4.4% | $142,382+0.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 14.78% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,338 | $4,961-12.5% | $4,693-7.6% | $4,299+0.9% |
| Participant deferral / active EE | $6,294 | $8,310-24.3% | $7,997-21.3% | $6,507-3.3% |
| Admin fee / account holder | $49,822 | $14,846+235.6% | $13,435+270.8% | $12,624+294.7% |