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 | $145,405 | $102,966+41.2% | $90,281+61.1% | $152,861-4.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 15.38% | 95.16%-79.8pp | 78.10%-62.7pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,340 | $3,139-57.3% | $2,854-53.1% | $4,762-71.9% |
| Participant deferral / active EE | $4,810 | $4,281+12.3% | $3,885+23.8% | $5,850-17.8% |
| Admin fee / account holder | $11,519 | $6,171+86.7% | $5,351+115.3% | $11,596-0.7% |