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 | $150,177 | $100,773+49.0% | $88,946+68.8% | $142,382+5.5% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 11.14% | 70.18%-59.0pp | 57.82%-46.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,636 | $2,918-9.6% | $2,555+3.2% | $4,299-38.7% |
| Participant deferral / active EE | $5,895 | $5,230+12.7% | $4,581+28.7% | $6,507-9.4% |
| Admin fee / account holder | $24,497 | $9,693+152.7% | $8,261+196.5% | $12,624+94.1% |