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 | $145,354 | $177,572-18.1% | $154,803-6.1% | $142,382+2.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.89% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,243 | $4,810+71.4% | $4,305+91.5% | $4,299+91.7% |
| Participant deferral / active EE | $6,656 | $6,272+6.1% | $5,540+20.1% | $6,507+2.3% |
| Admin fee / account holder | $895 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |