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 | $151,651 | $152,587-0.6% | $125,175+21.2% | $152,861-0.8% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.4%-10.2pp |
| Annual return | 24.55% | 54.84%-30.3pp | 43.79%-19.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,544 | $4,946-68.8% | $3,865-60.1% | $4,762-67.6% |
| Participant deferral / active EE | $5,861 | $5,868-0.1% | $4,937+18.7% | $5,850+0.2% |
| Admin fee / account holder | $1,545 | $13,434-88.5% | $9,702-84.1% | $11,596-86.7% |