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 | $155,187 | $138,347+12.2% | $184,203-15.8% | $80,856+91.9% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.2pp |
| Annual return | 16.15% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,151 | $4,850-14.4% | $6,427-35.4% | $2,755+50.7% |
| Participant deferral / active EE | $9,299 | $7,071+31.5% | $9,131+1.8% | $4,296+116.5% |
| Admin fee / account holder | $2,928 | $10,483-72.1% | $13,901-78.9% | $6,918-57.7% |