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 | $146,059 | $175,202-16.6% | $149,673-2.4% | $139,434+4.8% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 12.21% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $4,544 | $5,474-17.0% | $4,818-5.7% | $4,751-4.4% |
| Participant deferral / active EE | $10,823 | $6,519+66.0% | $5,680+90.5% | $6,710+61.3% |
| Admin fee / account holder | $17,097 | $16,150+5.9% | $13,210+29.4% | $11,403+49.9% |