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 | $165,627 | $110,257+50.2% | $96,544+71.6% | $139,434+18.8% |
| Participation rate | 87.0% | 78.1%+8.9pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 15.67% | 26.32%-10.6pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,034 | $3,620-43.8% | $2,965-31.4% | $4,751-57.2% |
| Participant deferral / active EE | $8,717 | $5,548+57.1% | $4,851+79.7% | $6,710+29.9% |
| Admin fee / account holder | $14,449 | $11,591+24.7% | $8,252+75.1% | $11,403+26.7% |