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 | $163,306 | $106,515+53.3% | $96,683+68.9% | $139,434+17.1% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 13.53% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,529 | $4,103-38.4% | $3,737-32.3% | $4,751-46.8% |
| Participant deferral / active EE | $4,472 | $5,454-18.0% | $4,878-8.3% | $6,710-33.4% |
| Admin fee / account holder | $6,486 | $7,877-17.7% | $6,730-3.6% | $11,403-43.1% |