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 | $157,383 | $135,952+15.8% | $123,892+27.0% | $273,961-42.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,837 | $5,170-64.5% | $4,617-60.2% | $4,869-62.3% |
| Participant deferral / active EE | $4,085 | $6,343-35.6% | $5,984-31.7% | $5,287-22.7% |
| Admin fee / account holder | $1,801 | $9,817-81.7% | $8,357-78.5% | $10,132-82.2% |