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 | $165,771 | $95,803+73.0% | $113,168+46.5% | $84,808+95.5% |
| Participation rate | 74.1% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.8pp |
| Annual return | 15.81% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $710 | $2,360-69.9% | $2,975-76.1% | $2,631-73.0% |
| Participant deferral / active EE | $3,967 | $4,242-6.5% | $5,107-22.3% | $4,212-5.8% |
| Admin fee / account holder | $9,425 | $8,989+4.9% | $12,068-21.9% | $7,344+28.3% |