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 | $152,399 | $177,572-14.2% | $154,803-1.6% | $142,382+7.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 20.63% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,607 | $4,810-66.6% | $4,305-62.7% | $4,299-62.6% |
| Participant deferral / active EE | $2,952 | $6,272-52.9% | $5,540-46.7% | $6,507-54.6% |
| Admin fee / account holder | $5,579 | $16,786-66.8% | $14,329-61.1% | $12,624-55.8% |