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 | $166,288 | $72,492+129.4% | $87,100+90.9% | $72,985+127.8% |
| Participation rate | 71.0% | 72.8%-1.8pp | 76.9%-5.9pp | 69.5%+1.5pp |
| Annual return | 23.12% | 24.46%-1.3pp | 28.19%-5.1pp | 81.00%-57.9pp |
| Employer contribution / active EE | $467 | $1,894-75.3% | $2,521-81.5% | $2,440-80.9% |
| Participant deferral / active EE | $6,285 | $3,270+92.2% | $4,049+55.2% | $3,607+74.2% |
| Admin fee / account holder | $18,909 | $5,055+274.1% | $7,497+152.2% | $5,124+269.0% |