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 | $148,327 | $117,983+25.7% | $101,794+45.7% | $142,382+4.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 10.58% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,573 | $2,773-7.2% | $2,289+12.4% | $4,299-40.2% |
| Participant deferral / active EE | $5,219 | $4,714+10.7% | $4,084+27.8% | $6,507-19.8% |
| Admin fee / account holder | $98,360 | $10,433+842.7% | $8,777+1020.6% | $12,624+679.2% |