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 | $158,215 | $142,405+11.1% | $115,157+37.4% | $152,861+3.5% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 25.12% | 41.48%-16.4pp | 35.60%-10.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,326 | $4,010-42.0% | $3,179-26.8% | $4,762-51.2% |
| Participant deferral / active EE | $6,995 | $5,164+35.5% | $4,168+67.8% | $5,850+19.6% |
| Admin fee / account holder | $1,476 | $8,462-82.6% | $7,088-79.2% | $11,596-87.3% |