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 | $145,399 | $159,602-8.9% | $150,045-3.1% | $142,382+2.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.31% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,446 | $4,961+29.9% | $4,693+37.3% | $4,299+49.9% |
| Participant deferral / active EE | $9,200 | $8,310+10.7% | $7,997+15.0% | $6,507+41.4% |
| Admin fee / account holder | $1,684 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |