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 | $155,907 | $157,256-0.9% | $141,162+10.4% | $152,861+2.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 23.88% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $4,639 | $5,261-11.8% | $4,735-2.0% | $4,762-2.6% |
| Participant deferral / active EE | $15,099 | $7,109+112.4% | $6,709+125.1% | $5,850+158.1% |
| Admin fee / account holder | $781 | $12,120-93.6% | $10,261-92.4% | $11,596-93.3% |