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 | $162,348 | $127,065+27.8% | $113,168+43.5% | $142,382+14.0% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 16.88% | 24.03%-7.1pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,918 | $3,442-44.3% | $2,975-35.5% | $4,299-55.4% |
| Participant deferral / active EE | $2,399 | $5,716-58.0% | $5,107-53.0% | $6,507-63.1% |
| Admin fee / account holder | $7,841 | $15,736-50.2% | $12,068-35.0% | $12,624-37.9% |