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 9-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 | $139,479 | $112,096+24.4% | $95,952+45.4% | $158,922-12.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 13.52% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $916 | $3,198-71.4% | $2,541-63.9% | $4,761-80.8% |
| Participant deferral / active EE | $2,281 | $4,784-52.3% | $4,167-45.3% | $5,982-61.9% |
| Admin fee / account holder | $5,093 | $10,130-49.7% | $6,795-25.1% | $11,246-54.7% |