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 | $167,650 | $114,381+46.6% | $107,525+55.9% | $142,382+17.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.80% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,098 | $4,015-72.7% | $3,754-70.8% | $4,299-74.5% |
| Participant deferral / active EE | $9,444 | $5,564+69.7% | $5,116+84.6% | $6,507+45.1% |
| Admin fee / account holder | $1,353 | $9,860-86.3% | $8,919-84.8% | $12,624-89.3% |