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 | $149,315 | $98,750+51.2% | $149,696-0.3% | $79,858+87.0% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.7pp |
| Annual return | 19.84% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $889 | $3,216-72.3% | $4,644-80.8% | $2,471-64.0% |
| Participant deferral / active EE | $3,203 | $5,680-43.6% | $6,842-53.2% | $3,740-14.4% |
| Admin fee / account holder | $3,080 | $6,053-49.1% | $9,309-66.9% | $5,306-42.0% |