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 | $149,009 | $175,202-15.0% | $149,673-0.4% | $139,434+6.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 22.13% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,090 | $5,474-61.8% | $4,818-56.6% | $4,751-56.0% |
| Participant deferral / active EE | $4,498 | $6,519-31.0% | $5,680-20.8% | $6,710-33.0% |
| Admin fee / account holder | $886 | $16,150-94.5% | $13,210-93.3% | $11,403-92.2% |