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 | $149,415 | $177,572-15.9% | $154,803-3.5% | $142,382+4.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.84% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,510 | $4,810+118.5% | $4,305+144.1% | $4,299+144.5% |
| Participant deferral / active EE | $7,011 | $6,272+11.8% | $5,540+26.5% | $6,507+7.7% |
| Admin fee / account holder | $1,456 | $16,786-91.3% | $14,329-89.8% | $12,624-88.5% |