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 | $150,940 | $148,534+1.6% | $135,903+11.1% | $139,434+8.3% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 17.32% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,612 | $5,243-50.2% | $4,856-46.2% | $4,751-45.0% |
| Participant deferral / active EE | $11,877 | $8,100+46.6% | $7,758+53.1% | $6,710+77.0% |
| Admin fee / account holder | $9,841 | $12,400-20.6% | $10,762-8.6% | $11,403-13.7% |