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 | $171,966 | $78,422+119.3% | $95,952+79.2% | $79,858+115.3% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 11.47% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $607 | $1,945-68.8% | $2,541-76.1% | $2,471-75.4% |
| Participant deferral / active EE | $5,091 | $3,440+48.0% | $4,167+22.2% | $3,740+36.1% |
| Admin fee / account holder | $3,301 | $5,622-41.3% | $6,795-51.4% | $5,306-37.8% |