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 | $150,177 | $159,602-5.9% | $150,045+0.1% | $142,382+5.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 13.82% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,949 | $4,961-60.7% | $4,693-58.5% | $4,299-54.7% |
| Participant deferral / active EE | $7,634 | $8,310-8.1% | $7,997-4.5% | $6,507+17.3% |
| Admin fee / account holder | $520 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |