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 | $168,760 | $127,065+32.8% | $113,168+49.1% | $142,382+18.5% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 15.46% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,198 | $3,442-36.1% | $2,975-26.1% | $4,299-48.9% |
| Participant deferral / active EE | $4,480 | $5,716-21.6% | $5,107-12.3% | $6,507-31.2% |
| Admin fee / account holder | $2,925 | $15,736-81.4% | $12,068-75.8% | $12,624-76.8% |