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 | $147,686 | $135,952+8.6% | $123,892+19.2% | $273,961-46.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,596 | $5,170-69.1% | $4,617-65.4% | $4,869-67.2% |
| Participant deferral / active EE | $7,090 | $6,343+11.8% | $5,984+18.5% | $5,287+34.1% |
| Admin fee / account holder | $4,971 | $9,817-49.4% | $8,357-40.5% | $10,132-50.9% |