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 | $141,312 | $214,378-34.1% | $200,582-29.5% | $142,382-0.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 18.27% | 46.41%-28.1pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,583 | $6,841-76.9% | $6,419-75.3% | $4,299-63.2% |
| Participant deferral / active EE | $22,553 | $9,865+128.6% | $9,331+141.7% | $6,507+246.6% |
| Admin fee / account holder | $19,004 | $17,692+7.4% | $16,305+16.6% | $12,624+50.5% |