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 | $156,624 | $114,381+36.9% | $107,525+45.7% | $142,382+10.0% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 13.57% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,236 | $4,015+5.5% | $3,754+12.8% | $4,299-1.5% |
| Participant deferral / active EE | $7,201 | $5,564+29.4% | $5,116+40.8% | $6,507+10.7% |
| Admin fee / account holder | $862 | $9,860-91.3% | $8,919-90.3% | $12,624-93.2% |