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 | $142,422 | $58,927+141.7% | $76,817+85.4% | $72,985+95.1% |
| Participation rate | 74.3% | 67.3%+7.0pp | 72.1%+2.2pp | 69.5%+4.8pp |
| Annual return | 22.57% | 2305.64%-2283.1pp | 1166.11%-1143.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,582 | $1,787-11.5% | $2,302-31.3% | $2,440-35.2% |
| Participant deferral / active EE | $6,779 | $2,690+152.0% | $3,336+103.2% | $3,607+87.9% |
| Admin fee / account holder | $2,121 | $4,013-47.2% | $6,420-67.0% | $5,124-58.6% |