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 | $142,756 | $111,754+27.7% | $103,333+38.2% | $145,922-2.2% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 10.12% | 24.77%-14.6pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,888 | $4,212-31.4% | $3,868-25.3% | $4,660-38.0% |
| Participant deferral / active EE | $4,479 | $5,619-20.3% | $5,057-11.4% | $6,688-33.0% |
| Admin fee / account holder | $10,224 | $9,750+4.9% | $8,355+22.4% | $13,397-23.7% |