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 | $162,461 | $177,572-8.5% | $154,803+4.9% | $142,382+14.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 14.06% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,803 | $4,810-62.5% | $4,305-58.1% | $4,299-58.1% |
| Participant deferral / active EE | $4,183 | $6,272-33.3% | $5,540-24.5% | $6,507-35.7% |
| Admin fee / account holder | $6,637 | $16,786-60.5% | $14,329-53.7% | $12,624-47.4% |