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 | $156,796 | $157,256-0.3% | $141,162+11.1% | $152,861+2.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.67% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,050 | $5,261-23.0% | $4,735-14.5% | $4,762-15.0% |
| Participant deferral / active EE | $7,851 | $7,109+10.4% | $6,709+17.0% | $5,850+34.2% |
| Admin fee / account holder | $23,504 | $12,120+93.9% | $10,261+129.1% | $11,596+102.7% |