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 | $147,221 | $175,202-16.0% | $149,673-1.6% | $139,434+5.6% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 17.86% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,074 | $5,474-62.1% | $4,818-57.0% | $4,751-56.3% |
| Participant deferral / active EE | $7,190 | $6,519+10.3% | $5,680+26.6% | $6,710+7.1% |
| Admin fee / account holder | $8,044 | $16,150-50.2% | $13,210-39.1% | $11,403-29.5% |