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 | $156,401 | $165,335-5.4% | $149,696+4.5% | $158,922-1.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.53% | 348.15%-335.6pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,032 | $5,103-60.2% | $4,644-56.3% | $4,761-57.3% |
| Participant deferral / active EE | $5,938 | $7,181-17.3% | $6,842-13.2% | $5,982-0.7% |
| Admin fee / account holder | $28,685 | $10,807+165.4% | $9,309+208.2% | $11,246+155.1% |