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 | $173,825 | $217,402-20.0% | $185,823-6.5% | $167,490+3.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 15.94% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,150 | $5,873-63.4% | $5,167-58.4% | $4,837-55.6% |
| Participant deferral / active EE | $4,965 | $6,356-21.9% | $5,568-10.8% | $6,341-21.7% |
| Admin fee / account holder | $4,940 | $19,811-75.1% | $16,237-69.6% | $12,309-59.9% |