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 5-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 | $162,070 | $183,519-11.7% | $155,509+4.2% | $145,922+11.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.94% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,062 | $5,313-61.2% | $4,672-55.9% | $4,660-55.7% |
| Participant deferral / active EE | $5,434 | $6,462-15.9% | $5,626-3.4% | $6,688-18.7% |
| Admin fee / account holder | $2,981 | $19,313-84.6% | $15,912-81.3% | $13,397-77.7% |