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 | $148,931 | $109,881+35.5% | $150,045-0.7% | $84,808+75.6% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.2pp | 68.3%+4.9pp |
| Annual return | 16.85% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,478 | $6,636-32.5% | $7,997-44.0% | $4,212+6.3% |
| Admin fee / account holder | $8,314 | $8,568-3.0% | $13,435-38.1% | $7,344+13.2% |