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 | $165,418 | $817,678-79.8% | $392,568-57.9% | $152,861+8.2% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.1%-1.6pp | 82.4%-6.0pp |
| Annual return | 23.49% | 22.84%+0.7pp | 24.42%-0.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $4,664 | $5,502-15.2% | $3,783+23.3% | $4,762-2.1% |
| Participant deferral / active EE | $8,427 | $8,398+0.3% | $5,985+40.8% | $5,850+44.0% |
| Admin fee / account holder | $6,405 | $12,095-47.0% | $6,260+2.3% | $11,596-44.8% |