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 | $158,958 | $183,519-13.4% | $155,509+2.2% | $145,922+8.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 17.69% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,545 | $5,313-70.9% | $4,672-66.9% | $4,660-66.8% |
| Participant deferral / active EE | $5,290 | $6,462-18.1% | $5,626-6.0% | $6,688-20.9% |
| Admin fee / account holder | $9,954 | $19,313-48.5% | $15,912-37.4% | $13,397-25.7% |