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 | $161,852 | $106,890+51.4% | $84,015+92.6% | $152,861+5.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 23.86% | 104.99%-81.1pp | 71.31%-47.4pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,257 | $2,734-54.0% | $1,983-36.6% | $4,762-73.6% |
| Participant deferral / active EE | $3,678 | $4,011-8.3% | $3,239+13.6% | $5,850-37.1% |
| Admin fee / account holder | $1,402 | $8,285-83.1% | $6,101-77.0% | $11,596-87.9% |