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 | $174,647 | $185,822-6.0% | $169,993+2.7% | $139,434+25.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 12.48% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,082 | $7,590-72.6% | $6,785-69.3% | $4,751-56.2% |
| Participant deferral / active EE | $5,487 | $11,622-52.8% | $10,408-47.3% | $6,710-18.2% |
| Admin fee / account holder | $787 | $15,381-94.9% | $12,815-93.9% | $11,403-93.1% |