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 | $147,208 | $185,822-20.8% | $169,993-13.4% | $139,434+5.6% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 18.31% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,137 | $7,590-45.5% | $6,785-39.0% | $4,751-12.9% |
| Participant deferral / active EE | $7,245 | $11,622-37.7% | $10,408-30.4% | $6,710+8.0% |
| Admin fee / account holder | $15,528 | $15,381+1.0% | $12,815+21.2% | $11,403+36.2% |