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 | $149,584 | $228,332-34.5% | $185,823-19.5% | $158,922-5.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 25.12% | 40.80%-15.7pp | 35.95%-10.8pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,463 | $4,967-50.4% | $4,087-39.8% | $4,761-48.3% |
| Participant deferral / active EE | $5,780 | $6,415-9.9% | $5,632+2.6% | $5,982-3.4% |
| Admin fee / account holder | $4,528 | $11,864-61.8% | $9,500-52.3% | $11,246-59.7% |