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 | $157,220 | $81,208+93.6% | $98,907+59.0% | $79,858+96.9% |
| Participation rate | 76.7% | 72.5%+4.2pp | 76.0%+0.7pp | 69.6%+7.1pp |
| Annual return | 18.82% | 60.99%-42.2pp | 196.43%-177.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $737 | $1,960-62.4% | $2,689-72.6% | $2,471-70.2% |
| Participant deferral / active EE | $3,363 | $3,265+3.0% | $4,244-20.8% | $3,740-10.1% |
| Admin fee / account holder | $628 | $6,013-89.6% | $6,642-90.5% | $5,306-88.2% |