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 5-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 | $159,077 | $177,572-10.4% | $154,803+2.8% | $142,382+11.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.90% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,666 | $4,810-65.4% | $4,305-61.3% | $4,299-61.2% |
| Participant deferral / active EE | $5,105 | $6,272-18.6% | $5,540-7.9% | $6,507-21.6% |
| Admin fee / account holder | $553 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |