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 | $149,278 | $118,450+26.0% | $98,439+51.6% | $139,434+7.1% |
| Participation rate | 95.8% | 77.4%+18.4pp | 75.2%+20.7pp | 80.3%+15.5pp |
| Annual return | 14.83% | 18.94%-4.1pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,244 | $3,609-37.8% | $3,048-26.4% | $4,751-52.8% |
| Participant deferral / active EE | $4,692 | $5,392-13.0% | $4,738-1.0% | $6,710-30.1% |
| Admin fee / account holder | $31,396 | $14,026+123.8% | $8,948+250.9% | $11,403+175.3% |