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 | $151,341 | $157,256-3.8% | $141,162+7.2% | $152,861-1.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 24.62% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,678 | $5,261-68.1% | $4,735-64.6% | $4,762-64.8% |
| Participant deferral / active EE | $9,141 | $7,109+28.6% | $6,709+36.3% | $5,850+56.3% |
| Admin fee / account holder | $31,651 | $12,120+161.1% | $10,261+208.5% | $11,596+172.9% |