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 | $153,649 | $159,602-3.7% | $150,045+2.4% | $142,382+7.9% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 15.40% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,577 | $4,961+93.1% | $4,693+104.1% | $4,299+122.8% |
| Participant deferral / active EE | $5,998 | $8,310-27.8% | $7,997-25.0% | $6,507-7.8% |
| Admin fee / account holder | $10,852 | $14,846-26.9% | $13,435-19.2% | $12,624-14.0% |