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 6-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 | $142,798 | $201,272-29.1% | $184,203-22.5% | $145,922-2.1% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 15.49% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,729 | $7,022-46.9% | $6,427-42.0% | $4,660-20.0% |
| Participant deferral / active EE | $10,824 | $9,806+10.4% | $9,131+18.5% | $6,688+61.8% |
| Admin fee / account holder | $53,880 | $16,364+229.3% | $13,901+287.6% | $13,397+302.2% |