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 | $147,516 | $157,256-6.2% | $141,162+4.5% | $152,861-3.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 18.24% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,458 | $5,261-53.3% | $4,735-48.1% | $4,762-48.4% |
| Participant deferral / active EE | $4,127 | $7,109-42.0% | $6,709-38.5% | $5,850-29.5% |
| Admin fee / account holder | $27,131 | $12,120+123.9% | $10,261+164.4% | $11,596+134.0% |