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 | $146,988 | $95,971+53.2% | $74,550+97.2% | $135,375+8.6% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | 0.83% | 56.96%-56.1pp | 32.53%-31.7pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,207 | $2,716-55.6% | $1,961-38.5% | $4,779-74.8% |
| Participant deferral / active EE | $5,217 | $3,843+35.7% | $3,108+67.8% | $5,609-7.0% |
| Admin fee / account holder | $2,125 | $6,522-67.4% | $5,060-58.0% | $10,827-80.4% |