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 | $165,708 | $147,167+12.6% | $111,392+48.8% | $135,375+22.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 78.9%+10.0pp | 82.6%+6.2pp |
| Annual return | 4.71% | -4.44%+9.1pp | -2.06%+6.8pp | 519.73%-515.0pp |
| Employer contribution / active EE | $3,225 | $5,204-38.0% | $4,328-25.5% | $4,779-32.5% |
| Participant deferral / active EE | $4,951 | $6,565-24.6% | $5,567-11.1% | $5,609-11.7% |
| Admin fee / account holder | $4,236 | $20,270-79.1% | $12,266-65.5% | $10,827-60.9% |