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 | $168,997 | $181,894-7.1% | $156,549+8.0% | $273,961-38.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 8.29% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,548 | $6,248-59.2% | $5,501-53.7% | $4,869-47.7% |
| Participant deferral / active EE | $6,692 | $5,550+20.6% | $4,871+37.4% | $5,287+26.6% |
| Admin fee / account holder | $872 | $15,559-94.4% | $13,027-93.3% | $10,132-91.4% |