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 | $162,944 | $112,881+44.3% | $90,951+79.2% | $158,922+2.5% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 13.67% | 215.79%-202.1pp | 134.60%-120.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,154 | $2,893-60.1% | $2,122-45.6% | $4,761-75.8% |
| Participant deferral / active EE | $3,264 | $4,128-20.9% | $3,373-3.2% | $5,982-45.4% |
| Admin fee / account holder | $3,032 | $8,041-62.3% | $5,959-49.1% | $11,246-73.0% |