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 | $152,379 | $179,726-15.2% | $156,263-2.5% | $142,382+7.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.49% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,144 | $5,069-38.0% | $4,333-27.4% | $4,299-26.9% |
| Participant deferral / active EE | $5,807 | $6,956-16.5% | $6,158-5.7% | $6,507-10.8% |
| Admin fee / account holder | $6,463 | $17,272-62.6% | $14,255-54.7% | $12,624-48.8% |