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 | $150,753 | $165,984-9.2% | $164,813-8.5% | $145,922+3.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 19.38% | 100.03%-80.7pp | 69.93%-50.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,182 | $5,273-77.6% | $4,341-72.8% | $4,660-74.6% |
| Participant deferral / active EE | $4,760 | $6,959-31.6% | $6,031-21.1% | $6,688-28.8% |
| Admin fee / account holder | $1,051 | $16,648-93.7% | $12,690-91.7% | $13,397-92.2% |