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 | $146,901 | $183,519-20.0% | $155,509-5.5% | $145,922+0.7% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 16.38% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $5,957 | $5,313+12.1% | $4,672+27.5% | $4,660+27.8% |
| Participant deferral / active EE | $3,068 | $6,462-52.5% | $5,626-45.5% | $6,688-54.1% |
| Admin fee / account holder | $375 | $19,313-98.1% | $15,912-97.6% | $13,397-97.2% |