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 | $136,744 | $175,202-22.0% | $149,673-8.6% | $139,434-1.9% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.5pp | 80.3%-8.1pp |
| Annual return | 11.82% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,622 | $5,474-70.4% | $4,818-66.3% | $4,751-65.8% |
| Participant deferral / active EE | $3,456 | $6,519-47.0% | $5,680-39.1% | $6,710-48.5% |
| Admin fee / account holder | $60,055 | $16,150+271.9% | $13,210+354.6% | $11,403+426.7% |