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 | $151,568 | $183,519-17.4% | $155,509-2.5% | $145,922+3.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.41% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,164 | $5,313-59.3% | $4,672-53.7% | $4,660-53.6% |
| Participant deferral / active EE | $5,684 | $6,462-12.0% | $5,626+1.0% | $6,688-15.0% |
| Admin fee / account holder | $18,883 | $19,313-2.2% | $15,912+18.7% | $13,397+40.9% |