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 | $178,497 | $110,257+61.9% | $96,544+84.9% | $139,434+28.0% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 17.74% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,619 | $3,620-27.6% | $2,965-11.7% | $4,751-44.9% |
| Participant deferral / active EE | $6,674 | $5,548+20.3% | $4,851+37.6% | $6,710-0.5% |
| Admin fee / account holder | $411 | $11,591-96.5% | $8,252-95.0% | $11,403-96.4% |