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 | $164,711 | $98,750+66.8% | $149,696+10.0% | $79,858+106.3% |
| Participation rate | 74.3% | 75.8%-1.4pp | 82.5%-8.2pp | 69.6%+4.7pp |
| Annual return | 27.97% | 27.43%+0.5pp | 276.60%-248.6pp | 31.71%-3.7pp |
| Employer contribution / active EE | $650 | $3,216-79.8% | $4,644-86.0% | $2,471-73.7% |
| Participant deferral / active EE | $4,003 | $5,680-29.5% | $6,842-41.5% | $3,740+7.0% |
| Admin fee / account holder | $5,303 | $6,053-12.4% | $9,309-43.0% | $5,306-0.1% |