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 | $163,584 | $110,257+48.4% | $96,544+69.4% | $139,434+17.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 11.34% | 26.32%-15.0pp | 25.84%-14.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,775 | $3,620-51.0% | $2,965-40.1% | $4,751-62.6% |
| Participant deferral / active EE | $3,160 | $5,548-43.0% | $4,851-34.8% | $6,710-52.9% |
| Admin fee / account holder | $95,386 | $11,591+722.9% | $8,252+1055.9% | $11,403+736.5% |