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 | $142,935 | $177,572-19.5% | $154,803-7.7% | $142,382+0.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,380 | $4,810-71.3% | $4,305-67.9% | $4,299-67.9% |
| Participant deferral / active EE | $7,204 | $6,272+14.9% | $5,540+30.0% | $6,507+10.7% |
| Admin fee / account holder | $7,139 | $16,786-57.5% | $14,329-50.2% | $12,624-43.4% |