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 | $155,767 | $177,572-12.3% | $154,803+0.6% | $142,382+9.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.35% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,798 | $4,810-41.8% | $4,305-35.0% | $4,299-34.9% |
| Participant deferral / active EE | $10,329 | $6,272+64.7% | $5,540+86.4% | $6,507+58.7% |
| Admin fee / account holder | $51,809 | $16,786+208.6% | $14,329+261.6% | $12,624+310.4% |