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 | $155,148 | $159,602-2.8% | $150,045+3.4% | $142,382+9.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,261 | $4,961-14.1% | $4,693-9.2% | $4,299-0.9% |
| Participant deferral / active EE | $9,065 | $8,310+9.1% | $7,997+13.4% | $6,507+39.3% |
| Admin fee / account holder | $654 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |