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 | $142,177 | $227,553-37.5% | $189,557-25.0% | $167,490-15.1% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 14.71% | 78.40%-63.7pp | 64.17%-49.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,265 | $5,316-57.4% | $4,412-48.7% | $4,837-53.2% |
| Participant deferral / active EE | $5,546 | $7,002-20.8% | $6,174-10.2% | $6,341-12.5% |
| Admin fee / account holder | $624 | $11,878-94.7% | $9,807-93.6% | $12,309-94.9% |