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 | $146,765 | $177,572-17.3% | $154,803-5.2% | $142,382+3.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.70% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,330 | $4,810-30.8% | $4,305-22.6% | $4,299-22.5% |
| Participant deferral / active EE | $10,456 | $6,272+66.7% | $5,540+88.7% | $6,507+60.7% |
| Admin fee / account holder | $1,319 | $16,786-92.1% | $14,329-90.8% | $12,624-89.6% |