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 | $150,997 | $185,822-18.7% | $169,993-11.2% | $139,434+8.3% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 17.05% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $5,663 | $7,590-25.4% | $6,785-16.5% | $4,751+19.2% |
| Participant deferral / active EE | $10,545 | $11,622-9.3% | $10,408+1.3% | $6,710+57.1% |
| Admin fee / account holder | $15,450 | $15,381+0.5% | $12,815+20.6% | $11,403+35.5% |