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 | $149,716 | $124,281+20.5% | $109,143+37.2% | $167,490-10.6% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 12.79% | 26.04%-13.2pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,799 | $5,255+29.4% | $4,653+46.1% | $6,341+7.2% |
| Admin fee / account holder | $7,791 | $7,970-2.2% | $6,752+15.4% | $12,309-36.7% |