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 | $135,901 | $162,781-16.5% | $133,956+1.5% | $158,922-14.5% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 8.40% | 41.94%-33.5pp | 45.09%-36.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,513 | $4,975-49.5% | $3,919-35.9% | $4,761-47.2% |
| Participant deferral / active EE | $3,970 | $5,911-32.8% | $5,048-21.4% | $5,982-33.6% |
| Admin fee / account holder | $16,970 | $11,736+44.6% | $8,927+90.1% | $11,246+50.9% |