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 | $150,251 | $214,378-29.9% | $200,582-25.1% | $142,382+5.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.88% | 46.41%-29.5pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,741 | $6,841-30.7% | $6,419-26.1% | $4,299+10.3% |
| Participant deferral / active EE | $7,889 | $9,865-20.0% | $9,331-15.5% | $6,507+21.2% |
| Admin fee / account holder | $780 | $17,692-95.6% | $16,305-95.2% | $12,624-93.8% |