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 | $146,525 | $162,781-10.0% | $133,956+9.4% | $158,922-7.8% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 10.15% | 41.94%-31.8pp | 45.09%-34.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,919 | $4,975-61.4% | $3,919-51.0% | $4,761-59.7% |
| Participant deferral / active EE | $5,145 | $5,911-13.0% | $5,048+1.9% | $5,982-14.0% |
| Admin fee / account holder | $37,216 | $11,736+217.1% | $8,927+316.9% | $11,246+230.9% |