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 | $155,802 | $209,411-25.6% | $178,490-12.7% | $158,922-2.0% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 8.09% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,458 | $5,706-74.4% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $4,825 | $5,954-19.0% | $5,202-7.2% | $5,982-19.4% |
| Admin fee / account holder | $38,235 | $17,074+123.9% | $13,984+173.4% | $11,246+240.0% |