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 | $157,547 | $157,256+0.2% | $141,162+11.6% | $152,861+3.1% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 24.08% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,994 | $5,261-24.1% | $4,735-15.6% | $4,762-16.1% |
| Participant deferral / active EE | $8,240 | $7,109+15.9% | $6,709+22.8% | $5,850+40.8% |
| Admin fee / account holder | $5,198 | $12,120-57.1% | $10,261-49.3% | $11,596-55.2% |