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 | $151,041 | $159,602-5.4% | $150,045+0.7% | $142,382+6.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.87% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,285 | $4,961-53.9% | $4,693-51.3% | $4,299-46.8% |
| Participant deferral / active EE | $4,298 | $8,310-48.3% | $7,997-46.3% | $6,507-33.9% |
| Admin fee / account holder | $1,687 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |