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 7-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 | $152,938 | $159,602-4.2% | $150,045+1.9% | $142,382+7.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $8,027 | $4,961+61.8% | $4,693+71.0% | $4,299+86.7% |
| Participant deferral / active EE | $17,676 | $8,310+112.7% | $7,997+121.0% | $6,507+171.6% |
| Admin fee / account holder | $1,510 | $14,846-89.8% | $13,435-88.8% | $12,624-88.0% |