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 | $149,126 | $210,648-29.2% | $177,989-16.2% | $145,922+2.2% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 14.69% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,092 | $4,565-54.2% | $3,949-47.0% | $4,660-55.1% |
| Participant deferral / active EE | $4,002 | $6,958-42.5% | $6,276-36.2% | $6,688-40.2% |
| Admin fee / account holder | $2,840 | $12,013-76.4% | $10,363-72.6% | $13,397-78.8% |