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 | $144,096 | $148,534-3.0% | $135,903+6.0% | $139,434+3.3% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 17.49% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $13,007 | $5,243+148.1% | $4,856+167.8% | $4,751+173.8% |
| Participant deferral / active EE | $9,366 | $8,100+15.6% | $7,758+20.7% | $6,710+39.6% |
| Admin fee / account holder | $2,365 | $12,400-80.9% | $10,762-78.0% | $11,403-79.3% |