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 | $168,143 | $109,982+52.9% | $97,226+72.9% | $145,922+15.2% |
| Participation rate | 72.2% | 75.9%-3.7pp | 72.7%-0.5pp | 80.3%-8.1pp |
| Annual return | 12.72% | 242.90%-230.2pp | 75.13%-62.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $866 | $3,084-71.9% | $2,729-68.3% | $4,660-81.4% |
| Participant deferral / active EE | $1,985 | $4,676-57.5% | $4,264-53.4% | $6,688-70.3% |
| Admin fee / account holder | $17,009 | $6,221+173.4% | $5,654+200.9% | $13,397+27.0% |