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 | $153,784 | $159,602-3.6% | $150,045+2.5% | $142,382+8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,947 | $4,961-40.6% | $4,693-37.2% | $4,299-31.5% |
| Participant deferral / active EE | $8,990 | $8,310+8.2% | $7,997+12.4% | $6,507+38.2% |
| Admin fee / account holder | $2,299 | $14,846-84.5% | $13,435-82.9% | $12,624-81.8% |