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 | $144,396 | $183,519-21.3% | $155,509-7.1% | $145,922-1.0% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 11.97% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,961 | $5,313-44.3% | $4,672-36.6% | $4,660-36.5% |
| Participant deferral / active EE | $7,889 | $6,462+22.1% | $5,626+40.2% | $6,688+18.0% |
| Admin fee / account holder | $63,208 | $19,313+227.3% | $15,912+297.2% | $13,397+371.8% |