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 | $150,528 | $142,405+5.7% | $115,157+30.7% | $152,861-1.5% |
| Participation rate | 76.9% | 82.4%-5.4pp | 75.9%+1.0pp | 82.4%-5.5pp |
| Annual return | 28.32% | 41.48%-13.2pp | 35.60%-7.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,420 | $4,010-64.6% | $3,179-55.3% | $4,762-70.2% |
| Participant deferral / active EE | $4,941 | $5,164-4.3% | $4,168+18.5% | $5,850-15.5% |
| Admin fee / account holder | $1,740 | $8,462-79.4% | $7,088-75.5% | $11,596-85.0% |