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 | $150,152 | $214,378-30.0% | $200,582-25.1% | $142,382+5.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.28% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,061 | $6,841-55.3% | $6,419-52.3% | $4,299-28.8% |
| Participant deferral / active EE | $6,167 | $9,865-37.5% | $9,331-33.9% | $6,507-5.2% |
| Admin fee / account holder | $1,610 | $17,692-90.9% | $16,305-90.1% | $12,624-87.2% |