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 | $164,340 | $127,777+28.6% | $106,548+54.2% | $167,490-1.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 13.33% | 33.87%-20.5pp | 26.80%-13.5pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,529 | $3,427-26.2% | $2,819-10.3% | $4,837-47.7% |
| Participant deferral / active EE | $9,658 | $5,087+89.9% | $4,398+119.6% | $6,341+52.3% |
| Admin fee / account holder | $1,046 | $11,228-90.7% | $7,407-85.9% | $12,309-91.5% |