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 | $156,560 | $159,901-2.1% | $146,958+6.5% | $145,922+7.3% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 11.90% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,957 | $5,286-44.1% | $4,933-40.1% | $4,660-36.5% |
| Participant deferral / active EE | $8,268 | $8,428-1.9% | $8,070+2.5% | $6,688+23.6% |
| Admin fee / account holder | $1,679 | $15,044-88.8% | $12,998-87.1% | $13,397-87.5% |