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 | $185,188 | $133,922+38.3% | $116,228+59.3% | $142,382+30.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 9.87% | 147.76%-137.9pp | 90.06%-80.2pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,403 | $3,446-59.3% | $2,994-53.1% | $4,299-67.4% |
| Participant deferral / active EE | $4,145 | $5,672-26.9% | $4,953-16.3% | $6,507-36.3% |
| Admin fee / account holder | $3,753 | $14,945-74.9% | $11,989-68.7% | $12,624-70.3% |