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 | $156,864 | $177,572-11.7% | $154,803+1.3% | $142,382+10.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.65% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,647 | $4,810-24.2% | $4,305-15.3% | $4,299-15.2% |
| Participant deferral / active EE | $8,158 | $6,272+30.1% | $5,540+47.2% | $6,507+25.4% |
| Admin fee / account holder | $8,198 | $16,786-51.2% | $14,329-42.8% | $12,624-35.1% |