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 8-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 | $149,076 | $183,519-18.8% | $155,509-4.1% | $145,922+2.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 10.87% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $8,038 | $5,313+51.3% | $4,672+72.0% | $4,660+72.5% |
| Participant deferral / active EE | $7,043 | $6,462+9.0% | $5,626+25.2% | $6,688+5.3% |
| Admin fee / account holder | $974 | $19,313-95.0% | $15,912-93.9% | $13,397-92.7% |