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 | $150,446 | $125,758+19.6% | $169,993-11.5% | $75,163+100.2% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.0%+11.1pp | 67.2%+30.9pp |
| Annual return | 14.44% | 27.20%-12.8pp | 53.37%-38.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,916 | $4,615-58.5% | $6,785-71.8% | $2,670-28.2% |
| Participant deferral / active EE | $7,196 | $6,837+5.3% | $10,408-30.9% | $4,125+74.5% |
| Admin fee / account holder | $1,371 | $8,173-83.2% | $12,815-89.3% | $5,651-75.7% |