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 | $157,408 | $127,065+23.9% | $113,168+39.1% | $142,382+10.6% |
| Participation rate | 91.3% | 79.2%+12.1pp | 76.6%+14.7pp | 80.1%+11.2pp |
| Annual return | 15.22% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,373 | $3,442-2.0% | $2,975+13.4% | $4,299-21.5% |
| Participant deferral / active EE | $5,304 | $5,716-7.2% | $5,107+3.9% | $6,507-18.5% |
| Admin fee / account holder | $1,674 | $15,736-89.4% | $12,068-86.1% | $12,624-86.7% |