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 3-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 | $156,325 | $177,572-12.0% | $154,803+1.0% | $142,382+9.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 17.46% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,560 | $4,810-46.8% | $4,305-40.5% | $4,299-40.5% |
| Participant deferral / active EE | $7,359 | $6,272+17.3% | $5,540+32.8% | $6,507+13.1% |
| Admin fee / account holder | $34,292 | $16,786+104.3% | $14,329+139.3% | $12,624+171.6% |