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 | $158,121 | $183,519-13.8% | $155,509+1.7% | $145,922+8.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.75% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,751 | $5,313-48.2% | $4,672-41.1% | $4,660-41.0% |
| Participant deferral / active EE | $5,381 | $6,462-16.7% | $5,626-4.4% | $6,688-19.5% |
| Admin fee / account holder | $6,661 | $19,313-65.5% | $15,912-58.1% | $13,397-50.3% |