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 | $180,504 | $176,812+2.1% | $146,665+23.1% | $167,490+7.8% |
| Participation rate | 88.2% | 83.6%+4.6pp | 80.1%+8.2pp | 82.1%+6.1pp |
| Annual return | 15.54% | 24.03%-8.5pp | 22.74%-7.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,048 | $5,160-40.9% | $4,136-26.3% | $4,837-37.0% |
| Participant deferral / active EE | $2,592 | $6,440-59.8% | $5,506-52.9% | $6,341-59.1% |
| Admin fee / account holder | $6,117 | $13,259-53.9% | $10,280-40.5% | $12,309-50.3% |