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 8-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 | $170,792 | $127,065+34.4% | $113,168+50.9% | $142,382+20.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.11% | 24.03%-10.9pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,395 | $3,442-30.4% | $2,975-19.5% | $4,299-44.3% |
| Participant deferral / active EE | $4,149 | $5,716-27.4% | $5,107-18.8% | $6,507-36.2% |
| Admin fee / account holder | $22,427 | $15,736+42.5% | $12,068+85.8% | $12,624+77.7% |