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 | $150,455 | $114,381+31.5% | $107,525+39.9% | $142,382+5.7% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 16.18% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,688 | $4,015-33.0% | $3,754-28.4% | $4,299-37.5% |
| Participant deferral / active EE | $5,117 | $5,564-8.0% | $5,1160% | $6,507-21.4% |
| Admin fee / account holder | $2,078 | $9,860-78.9% | $8,919-76.7% | $12,624-83.5% |