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 | $169,095 | $181,894-7.0% | $156,549+8.0% | $273,961-38.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.87% | 30.74%-26.9pp | 32.23%-28.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $9,205 | $6,248+47.3% | $5,501+67.3% | $4,869+89.1% |
| Participant deferral / active EE | $3,551 | $5,550-36.0% | $4,871-27.1% | $5,287-32.8% |
| Admin fee / account holder | $3,042 | $15,559-80.5% | $13,027-76.7% | $10,132-70.0% |