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 | $156,459 | $112,096+39.6% | $95,952+63.1% | $158,922-1.6% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 17.43% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,010 | $3,198-37.2% | $2,541-20.9% | $4,761-57.8% |
| Participant deferral / active EE | $4,356 | $4,784-8.9% | $4,167+4.5% | $5,982-27.2% |
| Admin fee / account holder | $7,980 | $10,130-21.2% | $6,795+17.4% | $11,246-29.0% |