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 | $148,727 | $201,272-26.1% | $184,203-19.3% | $145,922+1.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.86% | 29.00%-18.1pp | 28.81%-18.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,558 | $7,022-49.3% | $6,427-44.6% | $4,660-23.6% |
| Participant deferral / active EE | $7,082 | $9,806-27.8% | $9,131-22.4% | $6,688+5.9% |
| Admin fee / account holder | $1,749 | $16,364-89.3% | $13,901-87.4% | $13,397-86.9% |