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 | $146,431 | $209,411-30.1% | $178,490-18.0% | $158,922-7.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.56% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,207 | $5,706-43.8% | $5,011-36.0% | $4,761-32.6% |
| Participant deferral / active EE | $5,459 | $5,954-8.3% | $5,202+5.0% | $5,982-8.7% |
| Admin fee / account holder | $16,196 | $17,074-5.1% | $13,984+15.8% | $11,246+44.0% |