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 | $161,586 | $215,361-25.0% | $171,082-5.6% | $273,961-41.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.04% | 25.14%-17.1pp | 32.56%-24.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $5,384 | $4,967+8.4% | $4,002+34.5% | $4,869+10.6% |
| Participant deferral / active EE | $8,168 | $5,543+47.3% | $4,797+70.3% | $5,287+54.5% |
| Admin fee / account holder | $1,284 | $10,846-88.2% | $8,520-84.9% | $10,132-87.3% |