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 | $153,920 | $133,922+14.9% | $116,228+32.4% | $142,382+8.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 16.68% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,176 | $3,446-7.8% | $2,994+6.1% | $4,299-26.1% |
| Participant deferral / active EE | $6,199 | $5,672+9.3% | $4,953+25.2% | $6,507-4.7% |
| Admin fee / account holder | $1,493 | $14,945-90.0% | $11,989-87.6% | $12,624-88.2% |