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 7-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 | $154,095 | $183,519-16.0% | $155,509-0.9% | $145,922+5.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.15% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,764 | $5,313-66.8% | $4,672-62.3% | $4,660-62.2% |
| Participant deferral / active EE | $5,176 | $6,462-19.9% | $5,626-8.0% | $6,688-22.6% |
| Admin fee / account holder | $1,465 | $19,313-92.4% | $15,912-90.8% | $13,397-89.1% |