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 | $177,207 | $74,888+136.6% | $71,209+148.9% | $142,382+24.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.39% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,545 | $2,854+24.2% | $2,721+30.3% | $4,299-17.5% |
| Participant deferral / active EE | $8,517 | $4,454+91.2% | $4,175+104.0% | $6,507+30.9% |
| Admin fee / account holder | $3,273 | $5,568-41.2% | $5,349-38.8% | $12,624-74.1% |