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 | $151,980 | $177,572-14.4% | $154,803-1.8% | $142,382+6.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,008 | $4,810-37.5% | $4,305-30.1% | $4,299-30.0% |
| Participant deferral / active EE | $6,816 | $6,272+8.7% | $5,540+23.0% | $6,507+4.7% |
| Admin fee / account holder | $8,290 | $16,786-50.6% | $14,329-42.1% | $12,624-34.3% |