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 | $156,770 | $238,490-34.3% | $180,183-13.0% | $142,382+10.1% |
| Participation rate | 81.3% | 82.3%-1.0pp | 77.4%+3.8pp | 80.1%+1.1pp |
| Annual return | 16.43% | 33.56%-17.1pp | 27.86%-11.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,763 | $6,143-55.0% | $5,039-45.2% | $4,299-35.7% |
| Participant deferral / active EE | $3,553 | $7,996-55.6% | $6,822-47.9% | $6,507-45.4% |
| Admin fee / account holder | $4,414 | $28,866-84.7% | $19,975-77.9% | $12,624-65.0% |