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 | $141,022 | $177,572-20.6% | $154,803-8.9% | $142,382-1.0% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 16.19% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,041 | $4,810+67.2% | $4,305+86.8% | $4,299+87.0% |
| Participant deferral / active EE | $4,677 | $6,272-25.4% | $5,540-15.6% | $6,507-28.1% |
| Admin fee / account holder | $4,992 | $16,786-70.3% | $14,329-65.2% | $12,624-60.5% |