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 | $162,122 | $201,272-19.5% | $184,203-12.0% | $145,922+11.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.42% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $18,035 | $7,022+156.8% | $6,427+180.6% | $4,660+287.0% |
| Participant deferral / active EE | $25,622 | $9,806+161.3% | $9,131+180.6% | $6,688+283.1% |
| Admin fee / account holder | $1,407 | $16,364-91.4% | $13,901-89.9% | $13,397-89.5% |