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 | $154,332 | $124,281+24.2% | $109,143+41.4% | $167,490-7.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 20.09% | 26.04%-6.0pp | 25.75%-5.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,889 | $4,207-55.1% | $3,722-49.2% | $4,837-60.9% |
| Participant deferral / active EE | $3,973 | $5,255-24.4% | $4,653-14.6% | $6,341-37.3% |
| Admin fee / account holder | $3,131 | $7,970-60.7% | $6,752-53.6% | $12,309-74.6% |