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 | $145,617 | $157,256-7.4% | $141,162+3.2% | $152,861-4.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 18.21% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,264 | $5,261-76.0% | $4,735-73.3% | $4,762-73.5% |
| Participant deferral / active EE | $7,163 | $7,109+0.8% | $6,709+6.8% | $5,850+22.4% |
| Admin fee / account holder | $3,814 | $12,120-68.5% | $10,261-62.8% | $11,596-67.1% |