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 | $144,107 | $177,572-18.8% | $154,803-6.9% | $142,382+1.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.80% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,461 | $4,810-69.6% | $4,305-66.1% | $4,299-66.0% |
| Participant deferral / active EE | $7,350 | $6,272+17.2% | $5,540+32.7% | $6,507+13.0% |
| Admin fee / account holder | $309 | $16,786-98.2% | $14,329-97.8% | $12,624-97.6% |