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 | $148,743 | $175,202-15.1% | $149,673-0.6% | $139,434+6.7% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 15.80% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,283 | $5,474-58.3% | $4,818-52.6% | $4,751-52.0% |
| Participant deferral / active EE | $5,421 | $6,519-16.8% | $5,680-4.6% | $6,710-19.2% |
| Admin fee / account holder | $1,767 | $16,150-89.1% | $13,210-86.6% | $11,403-84.5% |