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 | $164,567 | $167,307-1.6% | $143,757+14.5% | $134,475+22.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 1.98% | 0.46%+1.5pp | -0.04%+2.0pp | 417.96%-416.0pp |
| Employer contribution / active EE | $3,916 | $5,619-30.3% | $4,951-20.9% | $4,740-17.4% |
| Participant deferral / active EE | $2,825 | $6,446-56.2% | $5,637-49.9% | $6,400-55.9% |
| Admin fee / account holder | $1,994 | $18,088-89.0% | $14,673-86.4% | $11,426-82.5% |