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 | $152,928 | $148,534+3.0% | $135,903+12.5% | $139,434+9.7% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 19.82% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,470 | $5,243-52.9% | $4,856-49.1% | $4,751-48.0% |
| Participant deferral / active EE | $8,383 | $8,100+3.5% | $7,758+8.1% | $6,710+24.9% |
| Admin fee / account holder | $6,523 | $12,400-47.4% | $10,762-39.4% | $11,403-42.8% |