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 | $150,564 | $183,519-18.0% | $155,509-3.2% | $145,922+3.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.97% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,537 | $5,313+41.9% | $4,672+61.3% | $4,660+61.8% |
| Participant deferral / active EE | $14,150 | $6,462+119.0% | $5,626+151.5% | $6,688+111.6% |
| Admin fee / account holder | $2,893 | $19,313-85.0% | $15,912-81.8% | $13,397-78.4% |