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 | $169,493 | $106,584+59.0% | $101,326+67.3% | $142,382+19.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 17.09% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,096 | $3,956-21.7% | $3,665-15.5% | $4,299-28.0% |
| Participant deferral / active EE | $5,084 | $8,297-38.7% | $7,994-36.4% | $6,507-21.9% |
| Admin fee / account holder | $1,836 | $11,446-84.0% | $11,185-83.6% | $12,624-85.5% |