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 | $146,976 | $183,519-19.9% | $155,509-5.5% | $145,922+0.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.18% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,898 | $5,313-7.8% | $4,672+4.8% | $4,660+5.1% |
| Participant deferral / active EE | $6,857 | $6,462+6.1% | $5,626+21.9% | $6,688+2.5% |
| Admin fee / account holder | $1,265 | $19,313-93.5% | $15,912-92.1% | $13,397-90.6% |