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 | $163,764 | $192,717-15.0% | $142,449+15.0% | $139,434+17.4% |
| Participation rate | 95.2% | 81.5%+13.8pp | 76.8%+18.5pp | 80.3%+14.9pp |
| Annual return | 17.55% | 17.99%-0.4pp | 19.99%-2.4pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,593 | $5,806-20.9% | $4,847-5.2% | $4,751-3.3% |
| Participant deferral / active EE | $8,366 | $7,208+16.1% | $6,283+33.1% | $6,710+24.7% |
| Admin fee / account holder | $11,611 | $15,124-23.2% | $10,011+16.0% | $11,403+1.8% |