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 | $154,196 | $133,922+15.1% | $116,228+32.7% | $142,382+8.3% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.6%+7.8pp | 80.1%+2.2pp |
| Annual return | 10.25% | 147.76%-137.5pp | 90.06%-79.8pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,667 | $3,446-22.6% | $2,994-10.9% | $4,299-38.0% |
| Participant deferral / active EE | $8,767 | $5,672+54.6% | $4,953+77.0% | $6,507+34.7% |
| Admin fee / account holder | $13,548 | $14,945-9.3% | $11,989+13.0% | $12,624+7.3% |