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 | $201,854 | $148,534+35.9% | $135,903+48.5% | $139,434+44.8% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 13.69% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,136 | $5,243-59.3% | $4,856-56.0% | $4,751-55.0% |
| Participant deferral / active EE | $6,574 | $8,100-18.8% | $7,758-15.3% | $6,710-2.0% |
| Admin fee / account holder | $1,048 | $12,400-91.5% | $10,762-90.3% | $11,403-90.8% |