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 | $161,324 | $102,605+57.2% | $145,661+10.8% | $84,808+90.2% |
| Participation rate | 76.1% | 74.3%+1.8pp | 77.2%-1.2pp | 68.3%+7.7pp |
| Annual return | 16.49% | 26.50%-10.0pp | 101.46%-85.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,058 | $3,325-38.1% | $4,238-51.4% | $2,631-21.8% |
| Participant deferral / active EE | $6,574 | $5,750+14.3% | $7,198-8.7% | $4,212+56.1% |
| Admin fee / account holder | $14,610 | $8,758+66.8% | $12,466+17.2% | $7,344+98.9% |