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 | $161,307 | $201,272-19.9% | $184,203-12.4% | $145,922+10.5% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 12.90% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,355 | $7,022-66.5% | $6,427-63.4% | $4,660-49.5% |
| Participant deferral / active EE | $6,187 | $9,806-36.9% | $9,131-32.2% | $6,688-7.5% |
| Admin fee / account holder | $5,913 | $16,364-63.9% | $13,901-57.5% | $13,397-55.9% |