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 | $148,112 | $159,602-7.2% | $150,045-1.3% | $142,382+4.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 14.15% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $9,714 | $4,961+95.8% | $4,693+107.0% | $4,299+126.0% |
| Participant deferral / active EE | $9,156 | $8,310+10.2% | $7,997+14.5% | $6,507+40.7% |
| Admin fee / account holder | $2,579 | $14,846-82.6% | $13,435-80.8% | $12,624-79.6% |