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 | $163,822 | $99,985+63.8% | $146,665+11.7% | $85,850+90.8% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 20.60% | 18.93%+1.7pp | 22.74%-2.1pp | 318.53%-297.9pp |
| Employer contribution / active EE | $1,434 | $2,559-44.0% | $4,136-65.3% | $2,565-44.1% |
| Participant deferral / active EE | $4,346 | $4,006+8.5% | $5,506-21.1% | $3,952+10.0% |
| Admin fee / account holder | $2,468 | $7,702-68.0% | $10,280-76.0% | $6,260-60.6% |