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 | $154,543 | $163,101-5.2% | $136,749+13.0% | $142,382+8.5% |
| Participation rate | 84.2% | 78.2%+6.0pp | 72.1%+12.1pp | 80.1%+4.1pp |
| Annual return | 20.44% | 27.54%-7.1pp | 24.33%-3.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $9,530 | $4,117+131.5% | $3,400+180.3% | $4,299+121.7% |
| Participant deferral / active EE | $9,522 | $5,585+70.5% | $4,692+102.9% | $6,507+46.3% |
| Admin fee / account holder | $4,263 | $14,318-70.2% | $11,386-62.6% | $12,624-66.2% |