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 | $157,140 | $165,984-5.3% | $164,813-4.7% | $145,922+7.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 17.36% | 100.03%-82.7pp | 69.93%-52.6pp | 561.29%-543.9pp |
| Employer contribution / active EE | $7,201 | $5,273+36.6% | $4,341+65.9% | $4,660+54.5% |
| Participant deferral / active EE | $7,472 | $6,959+7.4% | $6,031+23.9% | $6,688+11.7% |
| Admin fee / account holder | $4,814 | $16,648-71.1% | $12,690-62.1% | $13,397-64.1% |