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 | $152,515 | $117,983+29.3% | $101,794+49.8% | $142,382+7.1% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 11.46% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $774 | $2,773-72.1% | $2,289-66.2% | $4,299-82.0% |
| Participant deferral / active EE | $3,478 | $4,714-26.2% | $4,084-14.8% | $6,507-46.5% |
| Admin fee / account holder | $14,696 | $10,433+40.9% | $8,777+67.4% | $12,624+16.4% |