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 | $161,168 | $181,894-11.4% | $156,549+3.0% | $273,961-41.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.58% | 30.74%-23.2pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,887 | $6,248-21.8% | $5,501-11.2% | $4,869+0.4% |
| Participant deferral / active EE | $8,127 | $5,550+46.4% | $4,871+66.8% | $5,287+53.7% |
| Admin fee / account holder | $4,989 | $15,559-67.9% | $13,027-61.7% | $10,132-50.8% |