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 | $137,899 | $183,519-24.9% | $155,509-11.3% | $145,922-5.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.91% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,621 | $5,313-50.7% | $4,672-43.9% | $4,660-43.7% |
| Participant deferral / active EE | $5,083 | $6,462-21.4% | $5,626-9.7% | $6,688-24.0% |
| Admin fee / account holder | $1,697 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |