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 | $153,979 | $177,572-13.3% | $154,803-0.5% | $142,382+8.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.12% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,834 | $4,810-61.9% | $4,305-57.4% | $4,299-57.3% |
| Participant deferral / active EE | $7,281 | $6,272+16.1% | $5,540+31.4% | $6,507+11.9% |
| Admin fee / account holder | $3,662 | $16,786-78.2% | $14,329-74.4% | $12,624-71.0% |