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 | $151,349 | $201,272-24.8% | $184,203-17.8% | $145,922+3.7% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 16.27% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,401 | $7,022-51.6% | $6,427-47.1% | $4,660-27.0% |
| Participant deferral / active EE | $4,561 | $9,806-53.5% | $9,131-50.1% | $6,688-31.8% |
| Admin fee / account holder | $3,824 | $16,364-76.6% | $13,901-72.5% | $13,397-71.5% |