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 | $166,278 | $114,381+45.4% | $107,525+54.6% | $142,382+16.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 13.09% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,582 | $4,015-60.6% | $3,754-57.9% | $4,299-63.2% |
| Participant deferral / active EE | $3,386 | $5,564-39.1% | $5,116-33.8% | $6,507-48.0% |
| Admin fee / account holder | $728 | $9,860-92.6% | $8,919-91.8% | $12,624-94.2% |