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 5-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 | $166,421 | $238,490-30.2% | $180,183-7.6% | $142,382+16.9% |
| Participation rate | 89.5% | 82.3%+7.2pp | 77.4%+12.0pp | 80.1%+9.4pp |
| Annual return | 14.00% | 33.56%-19.6pp | 27.86%-13.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,201 | $6,143+0.9% | $5,039+23.1% | $4,299+44.2% |
| Participant deferral / active EE | $7,429 | $7,996-7.1% | $6,822+8.9% | $6,507+14.2% |
| Admin fee / account holder | $68,789 | $28,866+138.3% | $19,975+244.4% | $12,624+444.9% |