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 | $159,058 | $181,894-12.6% | $156,549+1.6% | $273,961-41.9% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 3.91% | 30.74%-26.8pp | 32.23%-28.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $8,728 | $6,248+39.7% | $5,501+58.7% | $4,869+79.3% |
| Participant deferral / active EE | $6,765 | $5,550+21.9% | $4,871+38.9% | $5,287+28.0% |
| Admin fee / account holder | $3,091 | $15,559-80.1% | $13,027-76.3% | $10,132-69.5% |