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 | $214,037 | $133,922+59.8% | $116,228+84.2% | $142,382+50.3% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.6%-1.8pp | 80.1%-7.4pp |
| Annual return | 12.76% | 147.76%-135.0pp | 90.06%-77.3pp | 217.08%-204.3pp |
| Employer contribution / active EE | $711 | $3,446-79.4% | $2,994-76.3% | $4,299-83.5% |
| Participant deferral / active EE | $6,092 | $5,672+7.4% | $4,953+23.0% | $6,507-6.4% |
| Admin fee / account holder | $43,100 | $14,945+188.4% | $11,989+259.5% | $12,624+241.4% |