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 | $148,274 | $148,534-0.2% | $135,903+9.1% | $139,434+6.3% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 17.61% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,588 | $5,243+6.6% | $4,856+15.1% | $4,751+17.6% |
| Participant deferral / active EE | $12,684 | $8,100+56.6% | $7,758+63.5% | $6,710+89.0% |
| Admin fee / account holder | $655 | $12,400-94.7% | $10,762-93.9% | $11,403-94.3% |