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 | $156,705 | $183,519-14.6% | $155,509+0.8% | $145,922+7.4% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 9.28% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,348 | $5,313-37.0% | $4,672-28.4% | $4,660-28.2% |
| Participant deferral / active EE | $5,739 | $6,462-11.2% | $5,626+2.0% | $6,688-14.2% |
| Admin fee / account holder | $2,125 | $19,313-89.0% | $15,912-86.6% | $13,397-84.1% |