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 | $156,462 | $214,378-27.0% | $200,582-22.0% | $142,382+9.9% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 16.76% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,123 | $6,841-25.1% | $6,419-20.2% | $4,299+19.2% |
| Participant deferral / active EE | $8,436 | $9,865-14.5% | $9,331-9.6% | $6,507+29.6% |
| Admin fee / account holder | $18,258 | $17,692+3.2% | $16,305+12.0% | $12,624+44.6% |