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 | $167,717 | $176,812-5.1% | $146,665+14.4% | $167,490+0.1% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 14.83% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,657 | $5,160-48.5% | $4,136-35.8% | $4,837-45.1% |
| Participant deferral / active EE | $10,804 | $6,440+67.8% | $5,506+96.2% | $6,341+70.4% |
| Admin fee / account holder | $3,774 | $13,259-71.5% | $10,280-63.3% | $12,309-69.3% |