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 | $149,086 | $177,572-16.0% | $154,803-3.7% | $142,382+4.7% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 14.52% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,538 | $4,810-5.7% | $4,305+5.4% | $4,299+5.6% |
| Participant deferral / active EE | $10,416 | $6,272+66.1% | $5,540+88.0% | $6,507+60.1% |
| Admin fee / account holder | $38,927 | $16,786+131.9% | $14,329+171.7% | $12,624+208.4% |