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 | $166,225 | $99,877+66.4% | $84,966+95.6% | $145,922+13.9% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 14.23% | 83.76%-69.5pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,925 | $3,231-40.4% | $2,727-29.4% | $4,660-58.7% |
| Participant deferral / active EE | $5,327 | $5,291+0.7% | $4,519+17.9% | $6,688-20.4% |
| Admin fee / account holder | $3,852 | $7,248-46.8% | $6,149-37.3% | $13,397-71.2% |