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 | $152,261 | $117,983+29.1% | $101,794+49.6% | $142,382+6.9% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 15.86% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,637 | $2,773-41.0% | $2,289-28.5% | $4,299-61.9% |
| Participant deferral / active EE | $6,862 | $4,714+45.6% | $4,084+68.0% | $6,507+5.4% |
| Admin fee / account holder | $1,345 | $10,433-87.1% | $8,777-84.7% | $12,624-89.3% |