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 | $161,419 | $124,281+29.9% | $109,143+47.9% | $167,490-3.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 13.44% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,274 | $4,207-45.9% | $3,722-38.9% | $4,837-53.0% |
| Participant deferral / active EE | $5,157 | $5,255-1.9% | $4,653+10.8% | $6,341-18.7% |
| Admin fee / account holder | $1,068 | $7,970-86.6% | $6,752-84.2% | $12,309-91.3% |