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 | $152,468 | $162,781-6.3% | $133,956+13.8% | $158,922-4.1% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 19.32% | 41.94%-22.6pp | 45.09%-25.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,931 | $4,975-41.1% | $3,919-25.2% | $4,761-38.4% |
| Participant deferral / active EE | $10,152 | $5,911+71.8% | $5,048+101.1% | $5,982+69.7% |
| Admin fee / account holder | $9,107 | $11,736-22.4% | $8,927+2.0% | $11,246-19.0% |