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 | $147,357 | $159,602-7.7% | $150,045-1.8% | $142,382+3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.79% | 70.24%-55.4pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,716 | $4,961-4.9% | $4,693+0.5% | $4,299+9.7% |
| Participant deferral / active EE | $6,339 | $8,310-23.7% | $7,997-20.7% | $6,507-2.6% |
| Admin fee / account holder | $1,276 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |