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 | $160,042 | $227,553-29.7% | $189,557-15.6% | $167,490-4.4% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 12.01% | 78.40%-66.4pp | 64.17%-52.2pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,582 | $5,316-70.3% | $4,412-64.2% | $4,837-67.3% |
| Participant deferral / active EE | $6,796 | $7,002-2.9% | $6,174+10.1% | $6,341+7.2% |
| Admin fee / account holder | $11,246 | $11,878-5.3% | $9,807+14.7% | $12,309-8.6% |