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 | $163,861 | $105,859+54.8% | $90,160+81.7% | $147,584+11.0% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+19.0pp | 82.8%+13.0pp |
| Annual return | 14.83% | 37.63%-22.8pp | 34.88%-20.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $5,124 | $4,126+24.2% | $3,318+54.4% | $4,876+5.1% |
| Participant deferral / active EE | $5,918 | $5,733+3.2% | $5,288+11.9% | $5,439+8.8% |
| Admin fee / account holder | $8,003 | $8,046-0.5% | $5,943+34.7% | $10,885-26.5% |