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 | $173,230 | $192,717-10.1% | $142,449+21.6% | $139,434+24.2% |
| Participation rate | 77.8% | 81.5%-3.7pp | 76.8%+1.0pp | 80.3%-2.5pp |
| Annual return | 10.32% | 17.99%-7.7pp | 19.99%-9.7pp | 372.94%-362.6pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,967 | $7,208+10.5% | $6,283+26.8% | $6,710+18.7% |
| Admin fee / account holder | $66,843 | $15,124+342.0% | $10,011+567.7% | $11,403+486.2% |