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 | $147,105 | $150,187-2.1% | $120,354+22.2% | $145,922+0.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 13.49% | 154.07%-140.6pp | 107.15%-93.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,722 | $4,348-14.4% | $3,463+7.5% | $4,660-20.1% |
| Participant deferral / active EE | $3,431 | $6,173-44.4% | $4,991-31.2% | $6,688-48.7% |
| Admin fee / account holder | $1,495 | $12,207-87.8% | $9,423-84.1% | $13,397-88.8% |