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 | $153,613 | $115,770+32.7% | $101,248+51.7% | $158,922-3.3% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 18.71% | 56.14%-37.4pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,391 | $4,175-18.8% | $3,660-7.3% | $4,761-28.8% |
| Participant deferral / active EE | $8,228 | $4,957+66.0% | $4,370+88.3% | $5,982+37.5% |
| Admin fee / account holder | $1,602 | $7,245-77.9% | $5,945-73.1% | $11,246-85.8% |