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 | $144,969 | $157,256-7.8% | $141,162+2.7% | $152,861-5.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 24.80% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,687 | $5,261-29.9% | $4,735-22.1% | $4,762-22.6% |
| Participant deferral / active EE | $10,858 | $7,109+52.7% | $6,709+61.8% | $5,850+85.6% |
| Admin fee / account holder | $1,562 | $12,120-87.1% | $10,261-84.8% | $11,596-86.5% |