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 | $172,548 | $117,841+46.4% | $102,423+68.5% | $145,922+18.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.58% | 31.65%-22.1pp | 29.32%-19.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $5,840 | $3,615+61.6% | $3,023+93.2% | $4,660+25.3% |
| Participant deferral / active EE | $5,335 | $5,731-6.9% | $5,053+5.6% | $6,688-20.2% |
| Admin fee / account holder | $3,846 | $13,326-71.1% | $9,451-59.3% | $13,397-71.3% |