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 7-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 | $157,933 | $152,587+3.5% | $125,175+26.2% | $152,861+3.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 17.70% | 54.84%-37.1pp | 43.79%-26.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,241 | $4,946-34.5% | $3,865-16.2% | $4,762-32.0% |
| Participant deferral / active EE | $6,651 | $5,868+13.3% | $4,937+34.7% | $5,850+13.7% |
| Admin fee / account holder | $211,448 | $13,434+1474.0% | $9,702+2079.4% | $11,596+1723.4% |