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 | $159,015 | $209,411-24.1% | $178,490-10.9% | $158,922+0.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.28% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,145 | $5,706-27.4% | $5,011-17.3% | $4,761-12.9% |
| Participant deferral / active EE | $2,326 | $5,954-60.9% | $5,202-55.3% | $5,982-61.1% |
| Admin fee / account holder | $8,303 | $17,074-51.4% | $13,984-40.6% | $11,246-26.2% |