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 | $148,296 | $175,202-15.4% | $149,673-0.9% | $139,434+6.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 19.07% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $8,705 | $5,474+59.0% | $4,818+80.7% | $4,751+83.2% |
| Participant deferral / active EE | $6,529 | $6,519+0.2% | $5,680+14.9% | $6,710-2.7% |
| Admin fee / account holder | $3,184 | $16,150-80.3% | $13,210-75.9% | $11,403-72.1% |