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 | $159,049 | $159,602-0.3% | $150,045+6.0% | $142,382+11.7% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 15.65% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,876 | $4,961+38.6% | $4,693+46.5% | $4,299+59.9% |
| Participant deferral / active EE | $11,825 | $8,310+42.3% | $7,997+47.9% | $6,507+81.7% |
| Admin fee / account holder | $5,262 | $14,846-64.6% | $13,435-60.8% | $12,624-58.3% |