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 | $159,526 | $177,572-10.2% | $154,803+3.1% | $142,382+12.0% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $6,092 | $4,810+26.6% | $4,305+41.5% | $4,299+41.7% |
| Participant deferral / active EE | $5,801 | $6,272-7.5% | $5,540+4.7% | $6,507-10.9% |
| Admin fee / account holder | $4,464 | $16,786-73.4% | $14,329-68.8% | $12,624-64.6% |