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 | $157,389 | $238,490-34.0% | $180,183-12.7% | $142,382+10.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 77.4%+10.1pp | 80.1%+7.4pp |
| Annual return | 14.61% | 33.56%-18.9pp | 27.86%-13.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,274 | $6,143-30.4% | $5,039-15.2% | $4,299-0.6% |
| Participant deferral / active EE | $10,418 | $7,996+30.3% | $6,822+52.7% | $6,507+60.1% |
| Admin fee / account holder | $3,598 | $28,866-87.5% | $19,975-82.0% | $12,624-71.5% |