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 | $155,632 | $110,257+41.2% | $96,544+61.2% | $139,434+11.6% |
| Participation rate | 78.3% | 78.1%+0.2pp | 76.0%+2.3pp | 80.3%-2.1pp |
| Annual return | 14.03% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,109 | $3,620-69.3% | $2,965-62.6% | $4,751-76.6% |
| Participant deferral / active EE | $2,808 | $5,548-49.4% | $4,851-42.1% | $6,710-58.1% |
| Admin fee / account holder | $19,359 | $11,591+67.0% | $8,252+134.6% | $11,403+69.8% |