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 | $164,795 | $214,378-23.1% | $200,582-17.8% | $142,382+15.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 15.44% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,740 | $6,841-45.3% | $6,419-41.7% | $4,299-13.0% |
| Participant deferral / active EE | $8,700 | $9,865-11.8% | $9,331-6.8% | $6,507+33.7% |
| Admin fee / account holder | $8,517 | $17,692-51.9% | $16,305-47.8% | $12,624-32.5% |