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 | $151,171 | $159,602-5.3% | $150,045+0.7% | $142,382+6.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 16.85% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,554 | $4,961-8.2% | $4,693-3.0% | $4,299+5.9% |
| Participant deferral / active EE | $11,057 | $8,310+33.1% | $7,997+38.3% | $6,507+69.9% |
| Admin fee / account holder | $3,330 | $14,846-77.6% | $13,435-75.2% | $12,624-73.6% |