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 | $150,968 | $159,602-5.4% | $150,045+0.6% | $142,382+6.0% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 21.73% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $10,207 | $4,961+105.8% | $4,693+117.5% | $4,299+137.4% |
| Participant deferral / active EE | $13,520 | $8,310+62.7% | $7,997+69.1% | $6,507+107.8% |
| Admin fee / account holder | $9,608 | $14,846-35.3% | $13,435-28.5% | $12,624-23.9% |