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 | $146,040 | $176,812-17.4% | $146,665-0.4% | $167,490-12.8% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 14.19% | 24.03%-9.8pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,933 | $5,160-43.2% | $4,136-29.1% | $4,837-39.4% |
| Participant deferral / active EE | $8,699 | $6,440+35.1% | $5,506+58.0% | $6,341+37.2% |
| Admin fee / account holder | $35,109 | $13,259+164.8% | $10,280+241.5% | $12,309+185.2% |