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 | $158,930 | $149,734+6.1% | $118,925+33.6% | $158,9220% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 28.15% | 19.95%+8.2pp | 35.88%-7.7pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,458 | $4,115-64.6% | $3,263-55.3% | $4,761-69.4% |
| Participant deferral / active EE | $5,658 | $5,223+8.3% | $4,265+32.7% | $5,982-5.4% |
| Admin fee / account holder | $7,013 | $8,603-18.5% | $6,581+6.6% | $11,246-37.6% |