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 | $152,212 | $118,680+28.3% | $98,907+53.9% | $158,922-4.2% |
| Participation rate | 85.0% | 77.8%+7.2pp | 76.0%+9.0pp | 82.0%+3.0pp |
| Annual return | 23.23% | 372.35%-349.1pp | 196.43%-173.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $518 | $3,333-84.5% | $2,689-80.7% | $4,761-89.1% |
| Participant deferral / active EE | $3,592 | $5,088-29.4% | $4,244-15.4% | $5,982-40.0% |
| Admin fee / account holder | $5,708 | $10,131-43.7% | $6,642-14.1% | $11,246-49.2% |