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 | $183,802 | $181,894+1.0% | $156,549+17.4% | $273,961-32.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.34% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,511 | $6,248-43.8% | $5,501-36.2% | $4,869-27.9% |
| Participant deferral / active EE | $7,718 | $5,550+39.1% | $4,871+58.4% | $5,287+46.0% |
| Admin fee / account holder | $917 | $15,559-94.1% | $13,027-93.0% | $10,132-90.9% |