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 | $148,980 | $179,726-17.1% | $156,263-4.7% | $142,382+4.6% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 14.39% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,653 | $5,069+11.5% | $4,333+30.5% | $4,299+31.5% |
| Participant deferral / active EE | $7,512 | $6,956+8.0% | $6,158+22.0% | $6,507+15.4% |
| Admin fee / account holder | $13,902 | $17,272-19.5% | $14,255-2.5% | $12,624+10.1% |