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 | $159,710 | $133,958+19.2% | $112,228+42.3% | $134,475+18.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.53% | 47.11%-46.6pp | 27.45%-26.9pp | 417.96%-417.4pp |
| Employer contribution / active EE | $2,467 | $4,038-38.9% | $3,635-32.1% | $4,740-48.0% |
| Participant deferral / active EE | $8,315 | $5,291+57.2% | $4,728+75.9% | $6,400+29.9% |
| Admin fee / account holder | $2,431 | $7,489-67.5% | $6,410-62.1% | $11,426-78.7% |