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 | $144,825 | $117,381+23.4% | $99,443+45.6% | $152,861-5.3% |
| Participation rate | 93.8% | 77.5%+16.2pp | 73.8%+19.9pp | 82.4%+11.3pp |
| Annual return | 15.74% | 31.87%-16.1pp | 30.72%-15.0pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,662 | $3,013-11.6% | $2,540+4.8% | $4,762-44.1% |
| Participant deferral / active EE | $7,009 | $4,086+71.5% | $3,619+93.7% | $5,850+19.8% |
| Admin fee / account holder | $8,561 | $7,631+12.2% | $6,250+37.0% | $11,596-26.2% |