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 | $168,249 | $117,983+42.6% | $101,794+65.3% | $142,382+18.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 12.70% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,219 | $2,773-20.0% | $2,289-3.1% | $4,299-48.4% |
| Participant deferral / active EE | $4,531 | $4,714-3.9% | $4,084+10.9% | $6,507-30.4% |
| Admin fee / account holder | $4,195 | $10,433-59.8% | $8,777-52.2% | $12,624-66.8% |