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 | $178,635 | $210,408-15.1% | $153,485+16.4% | $145,922+22.4% |
| Participation rate | 88.2% | 82.1%+6.1pp | 77.1%+11.2pp | 80.3%+8.0pp |
| Annual return | 9.91% | 13.37%-3.5pp | 15.65%-5.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,014 | $6,048-50.2% | $5,039-40.2% | $4,660-35.3% |
| Participant deferral / active EE | $5,667 | $7,975-28.9% | $6,757-16.1% | $6,688-15.3% |
| Admin fee / account holder | $5,646 | $19,419-70.9% | $12,724-55.6% | $13,397-57.9% |