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 | $148,321 | $107,452+38.0% | $91,541+62.0% | $142,382+4.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 13.48% | 22.06%-8.6pp | 20.50%-7.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,244 | $2,994-58.4% | $2,505-50.3% | $4,299-71.1% |
| Participant deferral / active EE | $4,890 | $4,754+2.9% | $4,008+22.0% | $6,507-24.8% |
| Admin fee / account holder | $41,587 | $8,834+370.7% | $6,956+497.8% | $12,624+229.4% |