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 9-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 | $145,178 | $183,519-20.9% | $155,509-6.6% | $145,922-0.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.07% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,724 | $5,313+7.7% | $4,672+22.5% | $4,660+22.9% |
| Participant deferral / active EE | $17,465 | $6,462+170.3% | $5,626+210.4% | $6,688+161.2% |
| Admin fee / account holder | $1,192 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |