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 | $166,113 | $111,754+48.6% | $103,333+60.8% | $145,922+13.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.15% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,787 | $4,212-10.1% | $3,868-2.1% | $4,660-18.7% |
| Participant deferral / active EE | $11,610 | $5,619+106.6% | $5,057+129.6% | $6,688+73.6% |
| Admin fee / account holder | $13,273 | $9,750+36.1% | $8,355+58.9% | $13,397-0.9% |