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 | $161,480 | $201,272-19.8% | $184,203-12.3% | $145,922+10.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 23.27% | 29.00%-5.7pp | 28.81%-5.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,672 | $7,022-61.9% | $6,427-58.4% | $4,660-42.6% |
| Participant deferral / active EE | $3,561 | $9,806-63.7% | $9,131-61.0% | $6,688-46.8% |
| Admin fee / account holder | $833 | $16,364-94.9% | $13,901-94.0% | $13,397-93.8% |