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 | $149,831 | $148,534+0.9% | $135,903+10.2% | $139,434+7.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.99% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,086 | $5,243-60.2% | $4,856-57.0% | $4,751-56.1% |
| Participant deferral / active EE | $6,394 | $8,100-21.1% | $7,758-17.6% | $6,710-4.7% |
| Admin fee / account holder | $135,170 | $12,400+990.1% | $10,762+1156.0% | $11,403+1085.4% |