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 | $162,204 | $135,952+19.3% | $123,892+30.9% | $273,961-40.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.46% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,557 | $5,170-69.9% | $4,617-66.3% | $4,869-68.0% |
| Participant deferral / active EE | $5,590 | $6,343-11.9% | $5,984-6.6% | $5,287+5.7% |
| Admin fee / account holder | $4,139 | $9,817-57.8% | $8,357-50.5% | $10,132-59.2% |