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 | $164,248 | $162,781+0.9% | $133,956+22.6% | $158,922+3.4% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 14.98% | 41.94%-27.0pp | 45.09%-30.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,167 | $4,975-36.3% | $3,919-19.2% | $4,761-33.5% |
| Participant deferral / active EE | $11,893 | $5,911+101.2% | $5,048+135.6% | $5,982+98.8% |
| Admin fee / account holder | $7,066 | $11,736-39.8% | $8,927-20.9% | $11,246-37.2% |