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 | $167,908 | $148,978+12.7% | $200,582-16.3% | $84,808+98.0% |
| Participation rate | 93.5% | 84.2%+9.2pp | 86.9%+6.6pp | 68.3%+25.2pp |
| Annual return | 14.00% | 28.16%-14.2pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,579 | $4,815-25.7% | $6,419-44.2% | $2,631+36.1% |
| Participant deferral / active EE | $3,698 | $7,142-48.2% | $9,331-60.4% | $4,212-12.2% |
| Admin fee / account holder | $9,142 | $13,977-34.6% | $16,305-43.9% | $7,344+24.5% |