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 | $160,397 | $90,503+77.2% | $78,689+103.8% | $273,961-41.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 12.35% | 75.60%-63.3pp | 62.18%-49.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,109 | $3,176-33.6% | $2,851-26.0% | $4,869-56.7% |
| Participant deferral / active EE | $8,789 | $3,901+125.3% | $3,517+149.9% | $5,287+66.2% |
| Admin fee / account holder | $1,099 | $5,263-79.1% | $4,510-75.6% | $10,132-89.2% |