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 | $151,701 | $176,812-14.2% | $146,665+3.4% | $167,490-9.4% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 10.81% | 24.03%-13.2pp | 22.74%-11.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,440 | $5,160-33.3% | $4,136-16.8% | $4,837-28.9% |
| Participant deferral / active EE | $6,448 | $6,440+0.1% | $5,506+17.1% | $6,341+1.7% |
| Admin fee / account holder | $29,305 | $13,259+121.0% | $10,280+185.1% | $12,309+138.1% |