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 | $164,626 | $165,984-0.8% | $164,813-0.1% | $145,922+12.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.40% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,918 | $5,273-6.7% | $4,341+13.3% | $4,660+5.5% |
| Participant deferral / active EE | $8,275 | $6,959+18.9% | $6,031+37.2% | $6,688+23.7% |
| Admin fee / account holder | $1,815 | $16,648-89.1% | $12,690-85.7% | $13,397-86.5% |