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 | $149,893 | $201,272-25.5% | $184,203-18.6% | $145,922+2.7% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 12.32% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,763 | $7,022-46.4% | $6,427-41.4% | $4,660-19.2% |
| Participant deferral / active EE | $9,562 | $9,806-2.5% | $9,131+4.7% | $6,688+43.0% |
| Admin fee / account holder | $20,806 | $16,364+27.1% | $13,901+49.7% | $13,397+55.3% |