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 | $151,891 | $148,978+2.0% | $200,582-24.3% | $84,808+79.1% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 18.06% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,865 | $4,815-40.5% | $6,419-55.4% | $2,631+8.9% |
| Participant deferral / active EE | $8,455 | $7,142+18.4% | $9,331-9.4% | $4,212+100.8% |
| Admin fee / account holder | $30,432 | $13,977+117.7% | $16,305+86.6% | $7,344+314.4% |