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 | $164,164 | $127,065+29.2% | $113,168+45.1% | $142,382+15.3% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 16.78% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,032 | $3,442-41.0% | $2,975-31.7% | $4,299-52.7% |
| Participant deferral / active EE | $5,748 | $5,716+0.6% | $5,107+12.6% | $6,507-11.7% |
| Admin fee / account holder | $3,911 | $15,736-75.1% | $12,068-67.6% | $12,624-69.0% |