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 | $169,212 | $81,248+108.3% | $155,509+8.8% | $80,856+109.3% |
| Participation rate | 85.4% | 66.2%+19.1pp | 78.2%+7.2pp | 67.6%+17.7pp |
| Annual return | 12.23% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $564 | $3,100-81.8% | $4,672-87.9% | $2,755-79.5% |
| Participant deferral / active EE | $4,871 | $3,452+41.1% | $5,626-13.4% | $4,296+13.4% |
| Admin fee / account holder | $2,295 | $7,997-71.3% | $15,912-85.6% | $6,918-66.8% |