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 | $170,498 | $214,378-20.5% | $200,582-15.0% | $142,382+19.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.66% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,261 | $6,841-66.9% | $6,419-64.8% | $4,299-47.4% |
| Participant deferral / active EE | $8,285 | $9,865-16.0% | $9,331-11.2% | $6,507+27.3% |
| Admin fee / account holder | $3,056 | $17,692-82.7% | $16,305-81.3% | $12,624-75.8% |