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 | $146,864 | $228,332-35.7% | $185,823-21.0% | $158,922-7.6% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 10.30% | 40.80%-30.5pp | 35.95%-25.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $3,026 | $4,967-39.1% | $4,087-26.0% | $4,761-36.4% |
| Participant deferral / active EE | $3,483 | $6,415-45.7% | $5,632-38.2% | $5,982-41.8% |
| Admin fee / account holder | $15,505 | $11,864+30.7% | $9,500+63.2% | $11,246+37.9% |