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 | $162,268 | $148,534+9.2% | $135,903+19.4% | $139,434+16.4% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 16.56% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,853 | $5,243-45.6% | $4,856-41.3% | $4,751-40.0% |
| Participant deferral / active EE | $4,032 | $8,100-50.2% | $7,758-48.0% | $6,710-39.9% |
| Admin fee / account holder | $949 | $12,400-92.3% | $10,762-91.2% | $11,403-91.7% |