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 | $151,127 | $163,101-7.3% | $136,749+10.5% | $142,382+6.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.13% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $980 | $4,117-76.2% | $3,400-71.2% | $4,299-77.2% |
| Participant deferral / active EE | $3,902 | $5,585-30.1% | $4,692-16.8% | $6,507-40.0% |
| Admin fee / account holder | $81,168 | $14,318+466.9% | $11,386+612.9% | $12,624+543.0% |