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 | $151,656 | $177,572-14.6% | $154,803-2.0% | $142,382+6.5% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 22.36% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $7,136 | $4,810+48.3% | $4,305+65.7% | $4,299+66.0% |
| Participant deferral / active EE | $7,165 | $6,272+14.2% | $5,540+29.3% | $6,507+10.1% |
| Admin fee / account holder | $6,505 | $16,786-61.2% | $14,329-54.6% | $12,624-48.5% |