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 | $150,539 | $179,726-16.2% | $156,263-3.7% | $142,382+5.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.53% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,378 | $5,069-33.4% | $4,333-22.0% | $4,299-21.4% |
| Participant deferral / active EE | $10,201 | $6,956+46.7% | $6,158+65.6% | $6,507+56.8% |
| Admin fee / account holder | $4,918 | $17,272-71.5% | $14,255-65.5% | $12,624-61.0% |