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 | $158,312 | $176,812-10.5% | $146,665+7.9% | $167,490-5.5% |
| Participation rate | 84.6% | 83.6%+1.0pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 9.00% | 24.03%-15.0pp | 22.74%-13.7pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,423 | $5,160-72.4% | $4,136-65.6% | $4,837-70.6% |
| Participant deferral / active EE | $2,846 | $6,440-55.8% | $5,506-48.3% | $6,341-55.1% |
| Admin fee / account holder | $20,216 | $13,259+52.5% | $10,280+96.7% | $12,309+64.2% |