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 | $147,722 | $109,881+34.4% | $150,045-1.5% | $84,808+74.2% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,004 | $3,561-43.7% | $4,693-57.3% | $2,631-23.8% |
| Participant deferral / active EE | $13,681 | $6,636+106.2% | $7,997+71.1% | $4,212+224.8% |
| Admin fee / account holder | $1,056 | $8,568-87.7% | $13,435-92.1% | $7,344-85.6% |