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 | $155,139 | $210,648-26.4% | $177,989-12.8% | $145,922+6.3% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 13.94% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,347 | $4,565-70.5% | $3,949-65.9% | $4,660-71.1% |
| Participant deferral / active EE | $5,446 | $6,958-21.7% | $6,276-13.2% | $6,688-18.6% |
| Admin fee / account holder | $5,705 | $12,013-52.5% | $10,363-45.0% | $13,397-57.4% |