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 | $162,250 | $138,347+17.3% | $184,203-11.9% | $80,856+100.7% |
| Participation rate | 85.9% | 83.9%+2.1pp | 86.8%-0.9pp | 67.6%+18.3pp |
| Annual return | 18.65% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,236 | $4,850-12.7% | $6,427-34.1% | $2,755+53.8% |
| Participant deferral / active EE | $14,372 | $7,071+103.3% | $9,131+57.4% | $4,296+234.6% |
| Admin fee / account holder | $6,251 | $10,483-40.4% | $13,901-55.0% | $6,918-9.6% |