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 7-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 | $152,509 | $133,922+13.9% | $116,228+31.2% | $142,382+7.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 17.30% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,310 | $3,446-33.0% | $2,994-22.9% | $4,299-46.3% |
| Participant deferral / active EE | $2,840 | $5,672-49.9% | $4,953-42.7% | $6,507-56.4% |
| Admin fee / account holder | $3,733 | $14,945-75.0% | $11,989-68.9% | $12,624-70.4% |