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 | $197,753 | $176,812+11.8% | $146,665+34.8% | $167,490+18.1% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 14.81% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,814 | $5,160-64.8% | $4,136-56.1% | $4,837-62.5% |
| Participant deferral / active EE | $6,339 | $6,440-1.6% | $5,506+15.1% | $6,3410% |
| Admin fee / account holder | $4,754 | $13,259-64.1% | $10,280-53.8% | $12,309-61.4% |