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 | $141,898 | $179,726-21.0% | $156,263-9.2% | $142,382-0.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 13.47% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,673 | $5,069-67.0% | $4,333-61.4% | $4,299-61.1% |
| Participant deferral / active EE | $5,277 | $6,956-24.1% | $6,158-14.3% | $6,507-18.9% |
| Admin fee / account holder | $58,778 | $17,272+240.3% | $14,255+312.3% | $12,624+365.6% |