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 | $164,854 | $214,378-23.1% | $200,582-17.8% | $142,382+15.8% |
| Participation rate | 95.8% | 87.4%+8.4pp | 86.9%+8.9pp | 80.1%+15.7pp |
| Annual return | 12.27% | 46.41%-34.1pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,395 | $6,841-35.8% | $6,419-31.5% | $4,299+2.2% |
| Participant deferral / active EE | $4,722 | $9,865-52.1% | $9,331-49.4% | $6,507-27.4% |
| Admin fee / account holder | $1,595 | $17,692-91.0% | $16,305-90.2% | $12,624-87.4% |