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 | $152,368 | $98,240+55.1% | $82,313+85.1% | $147,584+3.2% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 17.32% | 30.85%-13.5pp | 25.88%-8.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,243 | $3,192-61.1% | $2,428-48.8% | $4,876-74.5% |
| Participant deferral / active EE | $5,287 | $4,383+20.6% | $3,706+42.7% | $5,439-2.8% |
| Admin fee / account holder | $3,566 | $8,563-58.4% | $5,608-36.4% | $10,885-67.2% |