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 | $157,976 | $110,257+43.3% | $96,544+63.6% | $139,434+13.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 11.69% | 26.32%-14.6pp | 25.84%-14.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,264 | $3,620-65.1% | $2,965-57.4% | $4,751-73.4% |
| Participant deferral / active EE | $4,485 | $5,548-19.2% | $4,851-7.5% | $6,710-33.2% |
| Admin fee / account holder | $2,217 | $11,591-80.9% | $8,252-73.1% | $11,403-80.6% |