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 | $146,607 | $175,202-16.3% | $149,673-2.0% | $139,434+5.1% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 18.91% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $6,490 | $5,474+18.6% | $4,818+34.7% | $4,751+36.6% |
| Participant deferral / active EE | $5,070 | $6,519-22.2% | $5,680-10.7% | $6,710-24.4% |
| Admin fee / account holder | $548 | $16,150-96.6% | $13,210-95.9% | $11,403-95.2% |