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 | $169,050 | $115,882+45.9% | $100,516+68.2% | $158,922+6.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 10.46% | 34.79%-24.3pp | 30.89%-20.4pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,583 | $4,103-61.4% | $3,418-53.7% | $4,761-66.8% |
| Participant deferral / active EE | $5,510 | $6,674-17.4% | $6,270-12.1% | $5,982-7.9% |
| Admin fee / account holder | $2,988 | $10,995-72.8% | $8,081-63.0% | $11,246-73.4% |