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 | $155,881 | $179,726-13.3% | $156,263-0.2% | $142,382+9.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 11.04% | 77.86%-66.8pp | 59.47%-48.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,913 | $5,069-42.5% | $4,333-32.8% | $4,299-32.2% |
| Participant deferral / active EE | $5,528 | $6,956-20.5% | $6,158-10.2% | $6,507-15.0% |
| Admin fee / account holder | $137,639 | $17,272+696.9% | $14,255+865.6% | $12,624+990.3% |