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 | $153,280 | $81,248+88.7% | $155,509-1.4% | $80,856+89.6% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 18.10% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,076 | $3,100-33.0% | $4,672-55.6% | $2,755-24.6% |
| Participant deferral / active EE | $3,274 | $3,452-5.1% | $5,626-41.8% | $4,296-23.8% |
| Admin fee / account holder | $981 | $7,997-87.7% | $15,912-93.8% | $6,918-85.8% |