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 | $151,708 | $179,726-15.6% | $156,263-2.9% | $142,382+6.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.48% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,612 | $5,069-48.5% | $4,333-39.7% | $4,299-39.2% |
| Participant deferral / active EE | $3,365 | $6,956-51.6% | $6,158-45.4% | $6,507-48.3% |
| Admin fee / account holder | $33,333 | $17,272+93.0% | $14,255+133.8% | $12,624+164.1% |