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 | $156,732 | $152,587+2.7% | $125,175+25.2% | $152,861+2.5% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 20.40% | 54.84%-34.4pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,415 | $4,946-71.4% | $3,865-63.4% | $4,762-70.3% |
| Participant deferral / active EE | $5,908 | $5,868+0.7% | $4,937+19.7% | $5,850+1.0% |
| Admin fee / account holder | $1,437 | $13,434-89.3% | $9,702-85.2% | $11,596-87.6% |