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 | $151,557 | $197,591-23.3% | $177,821-14.8% | $158,922-4.6% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 18.65% | 58.76%-40.1pp | 48.32%-29.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,495 | $6,697-62.7% | $5,918-57.8% | $4,761-47.6% |
| Participant deferral / active EE | $11,369 | $8,405+35.3% | $7,714+47.4% | $5,982+90.1% |
| Admin fee / account holder | $5,593 | $15,399-63.7% | $12,427-55.0% | $11,246-50.3% |