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 | $156,025 | $179,726-13.2% | $156,263-0.2% | $142,382+9.6% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 13.27% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,519 | $5,069-10.9% | $4,333+4.3% | $4,299+5.1% |
| Participant deferral / active EE | $6,204 | $6,956-10.8% | $6,158+0.7% | $6,507-4.7% |
| Admin fee / account holder | $2,761 | $17,272-84.0% | $14,255-80.6% | $12,624-78.1% |