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 | $151,437 | $176,056-14.0% | $159,436-5.0% | $167,490-9.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 18.99% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $9,223 | $5,297+74.1% | $4,829+91.0% | $4,837+90.7% |
| Participant deferral / active EE | $9,420 | $7,750+21.6% | $7,352+28.1% | $6,341+48.6% |
| Admin fee / account holder | $545 | $12,554-95.7% | $10,799-94.9% | $12,309-95.6% |