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 | $156,116 | $183,519-14.9% | $155,509+0.4% | $145,922+7.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.43% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,722 | $5,313-48.8% | $4,672-41.7% | $4,660-41.6% |
| Participant deferral / active EE | $9,628 | $6,462+49.0% | $5,626+71.1% | $6,688+44.0% |
| Admin fee / account holder | $13,940 | $19,313-27.8% | $15,912-12.4% | $13,397+4.1% |