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 | $157,870 | $183,519-14.0% | $155,509+1.5% | $145,922+8.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.60% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $12,190 | $5,313+129.4% | $4,672+160.9% | $4,660+161.6% |
| Participant deferral / active EE | $4,881 | $6,462-24.5% | $5,626-13.2% | $6,688-27.0% |
| Admin fee / account holder | $842 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |