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 | $164,440 | $177,572-7.4% | $154,803+6.2% | $142,382+15.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.67% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,701 | $4,810-64.6% | $4,305-60.5% | $4,299-60.4% |
| Participant deferral / active EE | $3,702 | $6,272-41.0% | $5,540-33.2% | $6,507-43.1% |
| Admin fee / account holder | $7,377 | $16,786-56.1% | $14,329-48.5% | $12,624-41.6% |