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 | $163,094 | $127,264+28.2% | $109,895+48.4% | $167,490-2.6% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.2%+12.1pp | 82.1%+4.3pp |
| Annual return | 16.19% | 22.97%-6.8pp | 29.45%-13.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,566 | $3,322-52.9% | $2,842-44.9% | $4,837-67.6% |
| Participant deferral / active EE | $4,570 | $4,514+1.2% | $4,048+12.9% | $6,341-27.9% |
| Admin fee / account holder | $2,865 | $7,114-59.7% | $6,066-52.8% | $12,309-76.7% |