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 | $176,125 | $106,515+65.4% | $96,683+82.2% | $139,434+26.3% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 19.75% | 38.43%-18.7pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,517 | $4,103-38.7% | $3,737-32.6% | $4,751-47.0% |
| Participant deferral / active EE | $4,032 | $5,454-26.1% | $4,878-17.3% | $6,710-39.9% |
| Admin fee / account holder | $4,080 | $7,877-48.2% | $6,730-39.4% | $11,403-64.2% |