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 | $178,312 | $104,974+69.9% | $95,585+86.5% | $142,382+25.2% |
| Participation rate | 81.0% | 75.0%+6.0pp | 72.1%+8.9pp | 80.1%+0.8pp |
| Annual return | 14.98% | 210.33%-195.3pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,103 | $2,779-24.3% | $2,527-16.8% | $4,299-51.1% |
| Participant deferral / active EE | $1,035 | $4,352-76.2% | $4,023-74.3% | $6,507-84.1% |
| Admin fee / account holder | $148,118 | $6,386+2219.4% | $6,127+2317.3% | $12,624+1073.3% |