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 | $154,018 | $183,519-16.1% | $155,509-1.0% | $145,922+5.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.54% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $8,585 | $5,313+61.6% | $4,672+83.7% | $4,660+84.3% |
| Participant deferral / active EE | $5,990 | $6,462-7.3% | $5,626+6.5% | $6,688-10.4% |
| Admin fee / account holder | $2,233 | $19,313-88.4% | $15,912-86.0% | $13,397-83.3% |