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 | $167,148 | $127,065+31.5% | $113,168+47.7% | $142,382+17.4% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 14.73% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $996 | $3,442-71.1% | $2,975-66.5% | $4,299-76.8% |
| Participant deferral / active EE | $2,287 | $5,716-60.0% | $5,107-55.2% | $6,507-64.9% |
| Admin fee / account holder | $10,445 | $15,736-33.6% | $12,068-13.4% | $12,624-17.3% |