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 | $152,937 | $177,572-13.9% | $154,803-1.2% | $142,382+7.4% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 13.23% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,367 | $4,810-30.0% | $4,305-21.8% | $4,299-21.7% |
| Participant deferral / active EE | $2,851 | $6,272-54.5% | $5,540-48.5% | $6,507-56.2% |
| Admin fee / account holder | $9,721 | $16,786-42.1% | $14,329-32.2% | $12,624-23.0% |