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 | $159,449 | $107,334+48.6% | $92,893+71.6% | $152,861+4.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 17.67% | 145.58%-127.9pp | 109.41%-91.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,411 | $4,221-42.9% | $3,653-34.0% | $4,762-49.4% |
| Participant deferral / active EE | $4,856 | $4,845+0.2% | $4,236+14.6% | $5,850-17.0% |
| Admin fee / account holder | $33,014 | $7,079+366.3% | $5,794+469.8% | $11,596+184.7% |