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 | $143,696 | $148,534-3.3% | $135,903+5.7% | $139,434+3.1% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 16.87% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $9,361 | $5,243+78.5% | $4,856+92.8% | $4,751+97.0% |
| Participant deferral / active EE | $11,117 | $8,100+37.2% | $7,758+43.3% | $6,710+65.7% |
| Admin fee / account holder | $956 | $12,400-92.3% | $10,762-91.1% | $11,403-91.6% |