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 | $154,279 | $179,726-14.2% | $156,263-1.3% | $142,382+8.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 15.50% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,550 | $5,069-10.3% | $4,333+5.0% | $4,299+5.8% |
| Participant deferral / active EE | $6,678 | $6,956-4.0% | $6,158+8.4% | $6,507+2.6% |
| Admin fee / account holder | $4,901 | $17,272-71.6% | $14,255-65.6% | $12,624-61.2% |