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 | $132,192 | $214,378-38.3% | $200,582-34.1% | $142,382-7.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 12.16% | 46.41%-34.2pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,556 | $6,841-18.8% | $6,419-13.4% | $4,299+29.2% |
| Participant deferral / active EE | $7,267 | $9,865-26.3% | $9,331-22.1% | $6,507+11.7% |
| Admin fee / account holder | $50,463 | $17,692+185.2% | $16,305+209.5% | $12,624+299.7% |