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 | $137,773 | $111,754+23.3% | $103,333+33.3% | $145,922-5.6% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 15.47% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,397 | $4,212+4.4% | $3,868+13.7% | $4,660-5.6% |
| Participant deferral / active EE | $7,994 | $5,619+42.3% | $5,057+58.1% | $6,688+19.5% |
| Admin fee / account holder | $56,589 | $9,750+480.4% | $8,355+577.3% | $13,397+322.4% |