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 | $150,656 | $135,952+10.8% | $123,892+21.6% | $273,961-45.0% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 15.84% | 56.63%-40.8pp | 47.52%-31.7pp | 41.45%-25.6pp |
| Employer contribution / active EE | $2,143 | $5,170-58.5% | $4,617-53.6% | $4,869-56.0% |
| Participant deferral / active EE | $8,941 | $6,343+41.0% | $5,984+49.4% | $5,287+69.1% |
| Admin fee / account holder | $368 | $9,817-96.3% | $8,357-95.6% | $10,132-96.4% |