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 | $141,678 | $177,572-20.2% | $154,803-8.5% | $142,382-0.5% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 15.06% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,448 | $4,810-49.1% | $4,305-43.2% | $4,299-43.1% |
| Participant deferral / active EE | $7,567 | $6,272+20.7% | $5,540+36.6% | $6,507+16.3% |
| Admin fee / account holder | $23,891 | $16,786+42.3% | $14,329+66.7% | $12,624+89.3% |