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 | $151,121 | $148,534+1.7% | $135,903+11.2% | $139,434+8.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.13% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,355 | $5,243-55.1% | $4,856-51.5% | $4,751-50.4% |
| Participant deferral / active EE | $18,255 | $8,100+125.4% | $7,758+135.3% | $6,710+172.0% |
| Admin fee / account holder | $1,694 | $12,400-86.3% | $10,762-84.3% | $11,403-85.1% |