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 | $158,267 | $159,901-1.0% | $146,958+7.7% | $145,922+8.5% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 14.76% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,197 | $5,286-39.5% | $4,933-35.2% | $4,660-31.4% |
| Participant deferral / active EE | $10,386 | $8,428+23.2% | $8,070+28.7% | $6,688+55.3% |
| Admin fee / account holder | $19,171 | $15,044+27.4% | $12,998+47.5% | $13,397+43.1% |