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 | $164,390 | $214,378-23.3% | $200,582-18.0% | $142,382+15.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 14.50% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,482 | $6,841-49.1% | $6,419-45.8% | $4,299-19.0% |
| Participant deferral / active EE | $10,669 | $9,865+8.1% | $9,331+14.3% | $6,507+63.9% |
| Admin fee / account holder | $1,508 | $17,692-91.5% | $16,305-90.8% | $12,624-88.1% |