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 | $161,293 | $176,812-8.8% | $146,665+10.0% | $167,490-3.7% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 14.72% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,311 | $5,160-55.2% | $4,136-44.1% | $4,837-52.2% |
| Participant deferral / active EE | $4,494 | $6,440-30.2% | $5,506-18.4% | $6,341-29.1% |
| Admin fee / account holder | $21,191 | $13,259+59.8% | $10,280+106.1% | $12,309+72.2% |