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 | $146,927 | $154,117-4.7% | $129,995+13.0% | $139,434+5.4% |
| Participation rate | 82.6% | 82.0%+0.7pp | 78.5%+4.1pp | 80.3%+2.3pp |
| Annual return | 12.35% | 32.48%-20.1pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,306 | $5,289-56.4% | $4,320-46.6% | $4,751-51.5% |
| Participant deferral / active EE | $4,171 | $6,710-37.8% | $5,820-28.3% | $6,710-37.8% |
| Admin fee / account holder | $13,649 | $14,007-2.5% | $10,614+28.6% | $11,403+19.7% |