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 3-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 | $157,992 | $183,519-13.9% | $155,509+1.6% | $145,922+8.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.34% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,181 | $5,313-77.8% | $4,672-74.7% | $4,660-74.7% |
| Participant deferral / active EE | $8,768 | $6,462+35.7% | $5,626+55.8% | $6,688+31.1% |
| Admin fee / account holder | $1,153 | $19,313-94.0% | $15,912-92.8% | $13,397-91.4% |