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 8-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 | $150,998 | $183,519-17.7% | $155,509-2.9% | $145,922+3.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.65% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,465 | $5,313-53.6% | $4,672-47.2% | $4,660-47.1% |
| Participant deferral / active EE | $9,637 | $6,462+49.1% | $5,626+71.3% | $6,688+44.1% |
| Admin fee / account holder | $613 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |