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 | $164,060 | $181,894-9.8% | $156,549+4.8% | $273,961-40.1% |
| Participation rate | 76.2% | 88.4%-12.2pp | 84.0%-7.8pp | 83.0%-6.8pp |
| Annual return | 8.88% | 30.74%-21.9pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,034 | $6,248-51.4% | $5,501-44.8% | $4,869-37.7% |
| Participant deferral / active EE | $5,811 | $5,550+4.7% | $4,871+19.3% | $5,287+9.9% |
| Admin fee / account holder | $2,221 | $15,559-85.7% | $13,027-82.9% | $10,132-78.1% |