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 | $163,663 | $100,773+62.4% | $88,946+84.0% | $142,382+14.9% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 16.85% | 70.18%-53.3pp | 57.82%-41.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $840 | $2,918-71.2% | $2,555-67.1% | $4,299-80.5% |
| Participant deferral / active EE | $3,786 | $5,230-27.6% | $4,581-17.4% | $6,507-41.8% |
| Admin fee / account holder | $3,498 | $9,693-63.9% | $8,261-57.7% | $12,624-72.3% |