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 | $158,385 | $167,484-5.4% | $151,611+4.5% | $134,475+17.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 4.25% | 7.80%-3.6pp | 3.33%+0.9pp | 417.96%-413.7pp |
| Employer contribution / active EE | $3,474 | $6,829-49.1% | $6,166-43.7% | $4,740-26.7% |
| Participant deferral / active EE | $9,128 | $8,986+1.6% | $8,363+9.1% | $6,400+42.6% |
| Admin fee / account holder | $381 | $13,783-97.2% | $11,616-96.7% | $11,426-96.7% |