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 | $146,188 | $157,256-7.0% | $141,162+3.6% | $152,861-4.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.29% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,645 | $5,261-30.7% | $4,735-23.0% | $4,762-23.5% |
| Participant deferral / active EE | $11,735 | $7,109+65.1% | $6,709+74.9% | $5,850+100.6% |
| Admin fee / account holder | $11,228 | $12,120-7.4% | $10,261+9.4% | $11,596-3.2% |