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 | $150,639 | $148,534+1.4% | $135,903+10.8% | $139,434+8.0% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 12.87% | 79.19%-66.3pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,295 | $5,243-56.2% | $4,856-52.7% | $4,751-51.7% |
| Participant deferral / active EE | $4,330 | $8,100-46.5% | $7,758-44.2% | $6,710-35.5% |
| Admin fee / account holder | $1,852 | $12,400-85.1% | $10,762-82.8% | $11,403-83.8% |