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 | $159,784 | $99,985+59.8% | $146,665+8.9% | $85,850+86.1% |
| Participation rate | 91.9% | 73.1%+18.8pp | 80.1%+11.8pp | 69.3%+22.6pp |
| Annual return | 19.63% | 18.93%+0.7pp | 22.74%-3.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,108 | $2,559-56.7% | $4,136-73.2% | $2,565-56.8% |
| Participant deferral / active EE | $2,439 | $4,006-39.1% | $5,506-55.7% | $3,952-38.3% |
| Admin fee / account holder | $4,881 | $7,702-36.6% | $10,280-52.5% | $6,260-22.0% |