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 | $149,012 | $162,781-8.5% | $133,956+11.2% | $158,922-6.2% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 14.66% | 41.94%-27.3pp | 45.09%-30.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,690 | $4,975-45.9% | $3,919-31.4% | $4,761-43.5% |
| Participant deferral / active EE | $2,531 | $5,911-57.2% | $5,048-49.9% | $5,982-57.7% |
| Admin fee / account holder | $4,422 | $11,736-62.3% | $8,927-50.5% | $11,246-60.7% |