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 8-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 | $194,624 | $181,894+7.0% | $156,549+24.3% | $273,961-29.0% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,775 | $6,248-71.6% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $4,631 | $5,550-16.6% | $4,871-4.9% | $5,287-12.4% |
| Admin fee / account holder | $4,365 | $15,559-71.9% | $13,027-66.5% | $10,132-56.9% |