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 | $170,593 | $94,338+80.8% | $100,534+69.7% | $142,382+19.8% |
| Participation rate | 73.9% | 81.7%-7.8pp | 80.6%-6.7pp | 80.1%-6.2pp |
| Annual return | 12.87% | 29.20%-16.3pp | 32.66%-19.8pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,580 | $4,237-39.1% | $4,346-40.6% | $4,299-40.0% |
| Participant deferral / active EE | $7,579 | $5,934+27.7% | $6,144+23.4% | $6,507+16.5% |
| Admin fee / account holder | $7,948 | $8,421-5.6% | $7,654+3.8% | $12,624-37.0% |