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 | $150,820 | $214,378-29.6% | $200,582-24.8% | $142,382+5.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.23% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,040 | $6,841-55.6% | $6,419-52.6% | $4,299-29.3% |
| Participant deferral / active EE | $5,387 | $9,865-45.4% | $9,331-42.3% | $6,507-17.2% |
| Admin fee / account holder | $2,298 | $17,692-87.0% | $16,305-85.9% | $12,624-81.8% |