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 | $182,119 | $133,922+36.0% | $116,228+56.7% | $142,382+27.9% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.6%-0.6pp | 80.1%-6.2pp |
| Annual return | 15.34% | 147.76%-132.4pp | 90.06%-74.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,271 | $3,446-63.1% | $2,994-57.5% | $4,299-70.4% |
| Participant deferral / active EE | $3,032 | $5,672-46.5% | $4,953-38.8% | $6,507-53.4% |
| Admin fee / account holder | $4,789 | $14,945-68.0% | $11,989-60.1% | $12,624-62.1% |