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 | $151,507 | $214,378-29.3% | $200,582-24.5% | $142,382+6.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 16.52% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,117 | $6,841-54.4% | $6,419-51.4% | $4,299-27.5% |
| Participant deferral / active EE | $7,877 | $9,865-20.1% | $9,331-15.6% | $6,507+21.1% |
| Admin fee / account holder | $8,003 | $17,692-54.8% | $16,305-50.9% | $12,624-36.6% |