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 | $159,483 | $148,978+7.1% | $200,582-20.5% | $84,808+88.1% |
| Participation rate | 74.5% | 84.2%-9.7pp | 86.9%-12.4pp | 68.3%+6.2pp |
| Annual return | 16.18% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,228 | $4,815-53.7% | $6,419-65.3% | $2,631-15.3% |
| Participant deferral / active EE | $3,862 | $7,142-45.9% | $9,331-58.6% | $4,212-8.3% |
| Admin fee / account holder | $6,902 | $13,977-50.6% | $16,305-57.7% | $7,344-6.0% |