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 | $149,050 | $177,572-16.1% | $154,803-3.7% | $142,382+4.7% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,542 | $4,810-47.2% | $4,305-41.0% | $4,299-40.9% |
| Participant deferral / active EE | $5,409 | $6,272-13.8% | $5,540-2.4% | $6,507-16.9% |
| Admin fee / account holder | $2,381 | $16,786-85.8% | $14,329-83.4% | $12,624-81.1% |