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 | $152,715 | $157,256-2.9% | $141,162+8.2% | $152,861-0.1% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.4%-8.8pp |
| Annual return | 22.95% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,554 | $5,261-32.4% | $4,735-24.9% | $4,762-25.4% |
| Participant deferral / active EE | $6,063 | $7,109-14.7% | $6,709-9.6% | $5,850+3.6% |
| Admin fee / account holder | $377 | $12,120-96.9% | $10,261-96.3% | $11,596-96.7% |