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 | $171,560 | $148,534+15.5% | $135,903+26.2% | $139,434+23.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 17.64% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,748 | $5,243-66.7% | $4,856-64.0% | $4,751-63.2% |
| Participant deferral / active EE | $3,628 | $8,100-55.2% | $7,758-53.2% | $6,710-45.9% |
| Admin fee / account holder | $11,525 | $12,400-7.1% | $10,762+7.1% | $11,403+1.1% |