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 | $170,547 | $214,378-20.4% | $200,582-15.0% | $142,382+19.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 14.53% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,389 | $6,841-35.8% | $6,419-31.6% | $4,299+2.1% |
| Participant deferral / active EE | $10,534 | $9,865+6.8% | $9,331+12.9% | $6,507+61.9% |
| Admin fee / account holder | $9,274 | $17,692-47.6% | $16,305-43.1% | $12,624-26.5% |