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 8-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 | $159,745 | $114,381+39.7% | $107,525+48.6% | $142,382+12.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 18.01% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,501 | $4,015-12.8% | $3,754-6.7% | $4,299-18.6% |
| Participant deferral / active EE | $8,124 | $5,564+46.0% | $5,116+58.8% | $6,507+24.8% |
| Admin fee / account holder | $1,871 | $9,860-81.0% | $8,919-79.0% | $12,624-85.2% |