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 | $151,250 | $177,572-14.8% | $154,803-2.3% | $142,382+6.2% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 15.91% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,989 | $4,810-37.9% | $4,305-30.6% | $4,299-30.5% |
| Participant deferral / active EE | $8,913 | $6,272+42.1% | $5,540+60.9% | $6,507+37.0% |
| Admin fee / account holder | $3,504 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |