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 | $155,833 | $124,281+25.4% | $109,143+42.8% | $167,490-7.0% |
| Participation rate | 89.5% | 79.4%+10.0pp | 75.9%+13.6pp | 82.1%+7.4pp |
| Annual return | 14.15% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $9,654 | $4,207+129.4% | $3,722+159.4% | $4,837+99.6% |
| Participant deferral / active EE | $5,844 | $5,255+11.2% | $4,653+25.6% | $6,341-7.8% |
| Admin fee / account holder | $1,194 | $7,970-85.0% | $6,752-82.3% | $12,309-90.3% |