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 | $175,200 | $214,378-18.3% | $200,582-12.7% | $142,382+23.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.93% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,635 | $6,841-76.1% | $6,419-74.5% | $4,299-62.0% |
| Participant deferral / active EE | $5,466 | $9,865-44.6% | $9,331-41.4% | $6,507-16.0% |
| Admin fee / account holder | $108,911 | $17,692+515.6% | $16,305+568.0% | $12,624+762.7% |