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 | $140,741 | $214,378-34.3% | $200,582-29.8% | $142,382-1.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 19.21% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,616 | $6,841-61.8% | $6,419-59.2% | $4,299-39.1% |
| Participant deferral / active EE | $5,881 | $9,865-40.4% | $9,331-37.0% | $6,507-9.6% |
| Admin fee / account holder | $56,370 | $17,692+218.6% | $16,305+245.7% | $12,624+346.5% |