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 | $160,783 | $125,758+27.9% | $169,993-5.4% | $75,163+113.9% |
| Participation rate | 77.9% | 83.6%-5.7pp | 87.0%-9.1pp | 67.2%+10.7pp |
| Annual return | 16.80% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,371 | $4,615-48.6% | $6,785-65.1% | $2,670-11.2% |
| Participant deferral / active EE | $7,451 | $6,837+9.0% | $10,408-28.4% | $4,125+80.6% |
| Admin fee / account holder | $10,219 | $8,173+25.0% | $12,815-20.3% | $5,651+80.8% |