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 | $149,756 | $159,602-6.2% | $150,045-0.2% | $142,382+5.2% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 18.90% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,200 | $4,961-35.5% | $4,693-31.8% | $4,299-25.6% |
| Participant deferral / active EE | $4,701 | $8,310-43.4% | $7,997-41.2% | $6,507-27.8% |
| Admin fee / account holder | $5,093 | $14,846-65.7% | $13,435-62.1% | $12,624-59.7% |