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 | $156,574 | $198,466-21.1% | $170,442-8.1% | $147,584+6.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.53% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $6,542 | $6,184+5.8% | $5,433+20.4% | $4,876+34.2% |
| Participant deferral / active EE | $5,643 | $5,629+0.2% | $4,939+14.2% | $5,439+3.8% |
| Admin fee / account holder | $2,015 | $16,852-88.0% | $13,880-85.5% | $10,885-81.5% |