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 | $157,428 | $179,726-12.4% | $156,263+0.7% | $142,382+10.6% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 18.70% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,498 | $5,069-31.0% | $4,333-19.3% | $4,299-18.6% |
| Participant deferral / active EE | $10,680 | $6,956+53.5% | $6,158+73.4% | $6,507+64.1% |
| Admin fee / account holder | $8,124 | $17,272-53.0% | $14,255-43.0% | $12,624-35.6% |