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 | $169,140 | $117,841+43.5% | $102,423+65.1% | $145,922+15.9% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 17.45% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,915 | $3,615-47.0% | $3,023-36.7% | $4,660-58.9% |
| Participant deferral / active EE | $4,365 | $5,731-23.8% | $5,053-13.6% | $6,688-34.7% |
| Admin fee / account holder | $23,085 | $13,326+73.2% | $9,451+144.3% | $13,397+72.3% |