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 | $171,503 | $177,572-3.4% | $154,803+10.8% | $142,382+20.5% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 19.29% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,866 | $4,810-61.2% | $4,305-56.7% | $4,299-56.6% |
| Participant deferral / active EE | $4,425 | $6,272-29.4% | $5,540-20.1% | $6,507-32.0% |
| Admin fee / account holder | $1,258 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |