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 | $164,872 | $157,256+4.8% | $141,162+16.8% | $152,861+7.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.75% | 64.32%-37.6pp | 71.39%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,884 | $5,261-26.2% | $4,735-18.0% | $4,762-18.4% |
| Participant deferral / active EE | $7,062 | $7,109-0.7% | $6,709+5.3% | $5,850+20.7% |
| Admin fee / account holder | $1,333 | $12,120-89.0% | $10,261-87.0% | $11,596-88.5% |