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 | $159,195 | $168,632-5.6% | $147,614+7.8% | $125,391+27.0% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 1.70% | 77.65%-75.9pp | 61.98%-60.3pp | 282.22%-280.5pp |
| Employer contribution / active EE | $1,848 | $6,252-70.4% | $5,564-66.8% | $4,866-62.0% |
| Participant deferral / active EE | $3,443 | $5,507-37.5% | $4,895-29.7% | $5,352-35.7% |
| Admin fee / account holder | $920 | $13,580-93.2% | $11,611-92.1% | $9,540-90.4% |