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 | $148,388 | $202,432-26.7% | $169,368-12.4% | $139,434+6.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 21.30% | 531.74%-510.4pp | 405.60%-384.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,292 | $4,692-51.2% | $4,013-42.9% | $4,751-51.8% |
| Participant deferral / active EE | $12,239 | $6,938+76.4% | $6,221+96.7% | $6,710+82.4% |
| Admin fee / account holder | $833 | $10,708-92.2% | $9,003-90.7% | $11,403-92.7% |