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 | $151,784 | $162,781-6.8% | $133,956+13.3% | $158,922-4.5% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 17.88% | 41.94%-24.1pp | 45.09%-27.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,232 | $4,975-55.1% | $3,919-43.0% | $4,761-53.1% |
| Participant deferral / active EE | $2,979 | $5,911-49.6% | $5,048-41.0% | $5,982-50.2% |
| Admin fee / account holder | $9,170 | $11,736-21.9% | $8,927+2.7% | $11,246-18.5% |