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 | $150,398 | $157,256-4.4% | $141,162+6.5% | $152,861-1.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.83% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,691 | $5,261+27.2% | $4,735+41.3% | $4,762+40.5% |
| Participant deferral / active EE | $20,660 | $7,109+190.6% | $6,709+207.9% | $5,850+253.2% |
| Admin fee / account holder | $87,119 | $12,120+618.8% | $10,261+749.0% | $11,596+651.3% |