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 | $160,109 | $165,984-3.5% | $164,813-2.9% | $145,922+9.7% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 11.06% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,658 | $5,273-49.6% | $4,341-38.8% | $4,660-43.0% |
| Participant deferral / active EE | $4,635 | $6,959-33.4% | $6,031-23.1% | $6,688-30.7% |
| Admin fee / account holder | $14,907 | $16,648-10.5% | $12,690+17.5% | $13,397+11.3% |