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 | $150,601 | $111,754+34.8% | $103,333+45.7% | $145,922+3.2% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 13.86% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $6,374 | $4,212+51.3% | $3,868+64.8% | $4,660+36.8% |
| Participant deferral / active EE | $15,235 | $5,619+171.2% | $5,057+201.2% | $6,688+127.8% |
| Admin fee / account holder | $452 | $9,750-95.4% | $8,355-94.6% | $13,397-96.6% |