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 | $139,723 | $198,466-29.6% | $170,442-18.0% | $147,584-5.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 12.37% | 257.29%-244.9pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $6,400 | $6,184+3.5% | $5,433+17.8% | $4,876+31.2% |
| Participant deferral / active EE | $6,088 | $5,629+8.2% | $4,939+23.3% | $5,439+11.9% |
| Admin fee / account holder | $175,170 | $16,852+939.5% | $13,880+1162.0% | $10,885+1509.2% |