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 | $171,918 | $157,256+9.3% | $141,162+21.8% | $152,861+12.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 24.11% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,896 | $5,261-6.9% | $4,735+3.4% | $4,762+2.8% |
| Participant deferral / active EE | $5,036 | $7,109-29.2% | $6,709-24.9% | $5,850-13.9% |
| Admin fee / account holder | $1,072 | $12,120-91.2% | $10,261-89.6% | $11,596-90.8% |