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 | $153,859 | $198,466-22.5% | $170,442-9.7% | $147,584+4.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.45% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,490 | $6,184-75.9% | $5,433-72.6% | $4,876-69.5% |
| Participant deferral / active EE | $7,170 | $5,629+27.4% | $4,939+45.2% | $5,439+31.8% |
| Admin fee / account holder | $6,418 | $16,852-61.9% | $13,880-53.8% | $10,885-41.0% |