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 | $154,189 | $177,572-13.2% | $154,803-0.4% | $142,382+8.3% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,117 | $4,810-14.4% | $4,305-4.4% | $4,299-4.2% |
| Participant deferral / active EE | $6,856 | $6,272+9.3% | $5,540+23.7% | $6,507+5.4% |
| Admin fee / account holder | $2,111 | $16,786-87.4% | $14,329-85.3% | $12,624-83.3% |