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 | $153,792 | $165,335-7.0% | $149,696+2.7% | $158,922-3.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.01% | 348.15%-324.1pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $6,131 | $5,103+20.1% | $4,644+32.0% | $4,761+28.8% |
| Participant deferral / active EE | $13,785 | $7,181+92.0% | $6,842+101.5% | $5,982+130.4% |
| Admin fee / account holder | $2,145 | $10,807-80.1% | $9,309-77.0% | $11,246-80.9% |