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 | $161,156 | $80,968+99.0% | $96,544+66.9% | $75,163+114.4% |
| Participation rate | 70.6% | 71.8%-1.2pp | 76.0%-5.4pp | 67.2%+3.4pp |
| Annual return | 17.31% | 27.06%-9.8pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,907 | $2,282-16.4% | $2,965-35.7% | $2,670-28.6% |
| Participant deferral / active EE | $4,217 | $3,928+7.3% | $4,851-13.1% | $4,125+2.2% |
| Admin fee / account holder | $1,672 | $6,724-75.1% | $8,252-79.7% | $5,651-70.4% |