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 | $145,255 | $177,572-18.2% | $154,803-6.2% | $142,382+2.0% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 18.99% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,193 | $4,810+49.5% | $4,305+67.1% | $4,299+67.3% |
| Participant deferral / active EE | $5,365 | $6,272-14.4% | $5,540-3.2% | $6,507-17.5% |
| Admin fee / account holder | $525 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |