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 | $163,305 | $124,319+31.4% | $111,297+46.7% | $167,490-2.5% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 12.09% | 37.44%-25.3pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,058 | $3,435-69.2% | $2,731-61.3% | $4,837-78.1% |
| Participant deferral / active EE | $5,291 | $5,180+2.1% | $4,487+17.9% | $6,341-16.6% |
| Admin fee / account holder | $130,209 | $10,618+1126.3% | $7,964+1535.0% | $12,309+957.8% |