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 | $150,881 | $177,572-15.0% | $154,803-2.5% | $142,382+6.0% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 14.59% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,687 | $4,810-64.9% | $4,305-60.8% | $4,299-60.8% |
| Participant deferral / active EE | $6,507 | $6,272+3.7% | $5,540+17.4% | $6,5070% |
| Admin fee / account holder | $27,901 | $16,786+66.2% | $14,329+94.7% | $12,624+121.0% |