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 | $163,307 | $183,519-11.0% | $155,509+5.0% | $145,922+11.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 16.70% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,179 | $5,313-40.2% | $4,672-32.0% | $4,660-31.8% |
| Participant deferral / active EE | $5,989 | $6,462-7.3% | $5,626+6.4% | $6,688-10.5% |
| Admin fee / account holder | $5,398 | $19,313-72.1% | $15,912-66.1% | $13,397-59.7% |