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 | $171,806 | $183,519-6.4% | $155,509+10.5% | $145,922+17.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.49% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,388 | $5,313-17.4% | $4,672-6.1% | $4,660-5.8% |
| Participant deferral / active EE | $7,229 | $6,462+11.9% | $5,626+28.5% | $6,688+8.1% |
| Admin fee / account holder | $6,299 | $19,313-67.4% | $15,912-60.4% | $13,397-53.0% |