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 | $143,647 | $80,968+77.4% | $96,544+48.8% | $75,163+91.1% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 16.52% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,477 | $2,282-35.3% | $2,965-50.2% | $2,670-44.7% |
| Participant deferral / active EE | $2,394 | $3,928-39.0% | $4,851-50.6% | $4,125-42.0% |
| Admin fee / account holder | $5,140 | $6,724-23.6% | $8,252-37.7% | $5,651-9.0% |