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 | $152,147 | $157,256-3.2% | $141,162+7.8% | $152,861-0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.85% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $5,231 | $5,261-0.6% | $4,735+10.5% | $4,762+9.8% |
| Participant deferral / active EE | $9,799 | $7,109+37.8% | $6,709+46.1% | $5,850+67.5% |
| Admin fee / account holder | $6,143 | $12,120-49.3% | $10,261-40.1% | $11,596-47.0% |