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 | $152,332 | $177,572-14.2% | $154,803-1.6% | $142,382+7.0% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 14.95% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,913 | $4,810-18.7% | $4,305-9.1% | $4,299-9.0% |
| Participant deferral / active EE | $6,178 | $6,272-1.5% | $5,540+11.5% | $6,507-5.1% |
| Admin fee / account holder | $7,050 | $16,786-58.0% | $14,329-50.8% | $12,624-44.2% |