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 | $150,243 | $175,202-14.2% | $149,673+0.4% | $139,434+7.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 23.05% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,339 | $5,474-57.3% | $4,818-51.4% | $4,751-50.8% |
| Participant deferral / active EE | $6,089 | $6,519-6.6% | $5,680+7.2% | $6,710-9.3% |
| Admin fee / account holder | $22,080 | $16,150+36.7% | $13,210+67.1% | $11,403+93.6% |