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 | $142,875 | $91,538+56.1% | $129,995+9.9% | $75,163+90.1% |
| Participation rate | 83.9% | 71.4%+12.5pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 22.19% | -631.11%+653.3pp | -137.18%+159.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,941 | $2,845+3.4% | $4,320-31.9% | $2,670+10.2% |
| Participant deferral / active EE | $9,118 | $4,341+110.0% | $5,820+56.7% | $4,125+121.0% |
| Admin fee / account holder | $4,411 | $6,790-35.0% | $10,614-58.4% | $5,651-21.9% |