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 | $151,314 | $157,256-3.8% | $141,162+7.2% | $152,861-1.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.95% | 64.32%-39.4pp | 71.39%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,233 | $5,261-57.6% | $4,735-52.8% | $4,762-53.1% |
| Participant deferral / active EE | $4,194 | $7,109-41.0% | $6,709-37.5% | $5,850-28.3% |
| Admin fee / account holder | $3,403 | $12,120-71.9% | $10,261-66.8% | $11,596-70.7% |