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 | $142,847 | $111,754+27.8% | $103,333+38.2% | $145,922-2.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 9.90% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,035 | $4,212-51.7% | $3,868-47.4% | $4,660-56.3% |
| Participant deferral / active EE | $7,939 | $5,619+41.3% | $5,057+57.0% | $6,688+18.7% |
| Admin fee / account holder | $24,189 | $9,750+148.1% | $8,355+189.5% | $13,397+80.6% |