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 | $165,921 | $127,065+30.6% | $113,168+46.6% | $142,382+16.5% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 14.33% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,285 | $3,442-33.6% | $2,975-23.2% | $4,299-46.8% |
| Participant deferral / active EE | $4,561 | $5,716-20.2% | $5,107-10.7% | $6,507-29.9% |
| Admin fee / account holder | $29,951 | $15,736+90.3% | $12,068+148.2% | $12,624+137.3% |