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 | $155,664 | $152,587+2.0% | $125,175+24.4% | $152,861+1.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 22.02% | 54.84%-32.8pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,134 | $4,946-77.1% | $3,865-70.7% | $4,762-76.2% |
| Participant deferral / active EE | $5,817 | $5,868-0.9% | $4,937+17.8% | $5,850-0.6% |
| Admin fee / account holder | $12,655 | $13,434-5.8% | $9,702+30.4% | $11,596+9.1% |