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 | $142,872 | $177,572-19.5% | $154,803-7.7% | $142,382+0.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 15.41% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,022 | $4,810-37.2% | $4,305-29.8% | $4,299-29.7% |
| Participant deferral / active EE | $4,835 | $6,272-22.9% | $5,540-12.7% | $6,507-25.7% |
| Admin fee / account holder | $12,988 | $16,786-22.6% | $14,329-9.4% | $12,624+2.9% |