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 | $152,450 | $148,534+2.6% | $135,903+12.2% | $139,434+9.3% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 16.26% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $8,682 | $5,243+65.6% | $4,856+78.8% | $4,751+82.7% |
| Participant deferral / active EE | $9,702 | $8,100+19.8% | $7,758+25.1% | $6,710+44.6% |
| Admin fee / account holder | $5,005 | $12,400-59.6% | $10,762-53.5% | $11,403-56.1% |