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 | $164,953 | $116,175+42.0% | $93,606+76.2% | $152,861+7.9% |
| Participation rate | 92.9% | 78.0%+14.8pp | 75.8%+17.0pp | 82.4%+10.4pp |
| Annual return | 18.25% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $856 | $3,218-73.4% | $2,718-68.5% | $4,762-82.0% |
| Participant deferral / active EE | $1,670 | $4,603-63.7% | $4,069-58.9% | $5,850-71.4% |
| Admin fee / account holder | $36,510 | $10,748+239.7% | $7,888+362.8% | $11,596+214.8% |