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 | $165,297 | $228,332-27.6% | $185,823-11.0% | $158,922+4.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 6.42% | 40.80%-34.4pp | 35.95%-29.5pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,233 | $4,967-34.9% | $4,087-20.9% | $4,761-32.1% |
| Participant deferral / active EE | $8,704 | $6,415+35.7% | $5,632+54.5% | $5,982+45.5% |
| Admin fee / account holder | $40,355 | $11,864+240.2% | $9,500+324.8% | $11,246+258.9% |