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 | $145,741 | $148,534-1.9% | $135,903+7.2% | $139,434+4.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 26.70% | 79.19%-52.5pp | 68.23%-41.5pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,888 | $5,243-64.0% | $4,856-61.1% | $4,751-60.3% |
| Participant deferral / active EE | $6,902 | $8,100-14.8% | $7,758-11.0% | $6,710+2.9% |
| Admin fee / account holder | $2,339 | $12,400-81.1% | $10,762-78.3% | $11,403-79.5% |