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 | $146,246 | $127,065+15.1% | $113,168+29.2% | $142,382+2.7% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 10.60% | 24.03%-13.4pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,052 | $3,442-11.3% | $2,975+2.6% | $4,299-29.0% |
| Participant deferral / active EE | $3,105 | $5,716-45.7% | $5,107-39.2% | $6,507-52.3% |
| Admin fee / account holder | $7,581 | $15,736-51.8% | $12,068-37.2% | $12,624-39.9% |