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 | $157,043 | $125,758+24.9% | $169,993-7.6% | $75,163+108.9% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.0%+2.3pp | 67.2%+22.1pp |
| Annual return | 14.93% | 27.20%-12.3pp | 53.37%-38.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,661 | $4,615+1.0% | $6,785-31.3% | $2,670+74.6% |
| Participant deferral / active EE | $6,922 | $6,837+1.2% | $10,408-33.5% | $4,125+67.8% |
| Admin fee / account holder | $6,530 | $8,173-20.1% | $12,815-49.0% | $5,651+15.6% |