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 | $145,988 | $157,256-7.2% | $141,162+3.4% | $152,861-4.5% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 28.40% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,931 | $5,261-44.3% | $4,735-38.1% | $4,762-38.5% |
| Participant deferral / active EE | $3,228 | $7,109-54.6% | $6,709-51.9% | $5,850-44.8% |
| Admin fee / account holder | $2,332 | $12,120-80.8% | $10,261-77.3% | $11,596-79.9% |