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 | $150,524 | $97,744+54.0% | $103,476+45.5% | $145,922+3.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.1pp |
| Annual return | 12.74% | 25.41%-12.7pp | 23.90%-11.2pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,369 | $4,677-49.3% | $4,672-49.3% | $4,660-49.2% |
| Participant deferral / active EE | $7,808 | $6,603+18.2% | $6,623+17.9% | $6,688+16.7% |
| Admin fee / account holder | $19,285 | $12,515+54.1% | $9,413+104.9% | $13,397+44.0% |