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 | $144,411 | $159,602-9.5% | $150,045-3.8% | $142,382+1.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 15.28% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,701 | $4,961-45.5% | $4,693-42.4% | $4,299-37.2% |
| Participant deferral / active EE | $7,074 | $8,310-14.9% | $7,997-11.5% | $6,507+8.7% |
| Admin fee / account holder | $5,129 | $14,846-65.5% | $13,435-61.8% | $12,624-59.4% |