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 | $148,895 | $177,572-16.1% | $154,803-3.8% | $142,382+4.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 12.66% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,916 | $4,810+43.8% | $4,305+60.6% | $4,299+60.9% |
| Participant deferral / active EE | $7,520 | $6,272+19.9% | $5,540+35.7% | $6,507+15.6% |
| Admin fee / account holder | $1,291 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |