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 | $144,768 | $175,202-17.4% | $149,673-3.3% | $139,434+3.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 22.83% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $3,109 | $5,474-43.2% | $4,818-35.5% | $4,751-34.6% |
| Participant deferral / active EE | $8,903 | $6,519+36.6% | $5,680+56.7% | $6,710+32.7% |
| Admin fee / account holder | $5,710 | $16,150-64.6% | $13,210-56.8% | $11,403-49.9% |