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 | $150,590 | $185,200-18.7% | $142,863+5.4% | $167,490-10.1% |
| Participation rate | 72.7% | 78.4%-5.7pp | 71.9%+0.8pp | 82.1%-9.4pp |
| Annual return | 8.26% | 8555.70%-8547.4pp | 5637.54%-5629.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $631 | $5,604-88.7% | $4,144-84.8% | $4,837-87.0% |
| Participant deferral / active EE | $4,970 | $4,494+10.6% | $3,837+29.5% | $6,341-21.6% |
| Admin fee / account holder | $5,733 | $8,031-28.6% | $6,560-12.6% | $12,309-53.4% |