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 | $169,911 | $157,256+8.0% | $141,162+20.4% | $152,861+11.2% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.4%-5.2pp |
| Annual return | 20.21% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,754 | $5,261-47.6% | $4,735-41.8% | $4,762-42.2% |
| Participant deferral / active EE | $4,579 | $7,109-35.6% | $6,709-31.7% | $5,850-21.7% |
| Admin fee / account holder | $20,795 | $12,120+71.6% | $10,261+102.7% | $11,596+79.3% |