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 | $157,683 | $106,584+47.9% | $101,326+55.6% | $142,382+10.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 17.24% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,290 | $3,956-67.4% | $3,665-64.8% | $4,299-70.0% |
| Participant deferral / active EE | $8,358 | $8,297+0.7% | $7,994+4.6% | $6,507+28.4% |
| Admin fee / account holder | $28,172 | $11,446+146.1% | $11,185+151.9% | $12,624+123.2% |