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 | $158,719 | $165,984-4.4% | $164,813-3.7% | $145,922+8.8% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.6%+2.3pp | 80.3%+0.7pp |
| Annual return | 10.49% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,587 | $5,273-32.0% | $4,341-17.4% | $4,660-23.0% |
| Participant deferral / active EE | $8,448 | $6,959+21.4% | $6,031+40.1% | $6,688+26.3% |
| Admin fee / account holder | $15,404 | $16,648-7.5% | $12,690+21.4% | $13,397+15.0% |