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 | $167,022 | $97,744+70.9% | $103,476+61.4% | $145,922+14.5% |
| Participation rate | 78.6% | 81.1%-2.5pp | 80.5%-1.9pp | 80.3%-1.7pp |
| Annual return | 11.71% | 25.41%-13.7pp | 23.90%-12.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,623 | $4,677-22.5% | $4,672-22.5% | $4,660-22.2% |
| Participant deferral / active EE | $5,453 | $6,603-17.4% | $6,623-17.7% | $6,688-18.5% |
| Admin fee / account holder | $2,005 | $12,515-84.0% | $9,413-78.7% | $13,397-85.0% |