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 | $180,204 | $117,983+52.7% | $101,794+77.0% | $142,382+26.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 14.79% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,562 | $2,773+28.4% | $2,289+55.6% | $4,299-17.2% |
| Participant deferral / active EE | $11,604 | $4,714+146.2% | $4,084+184.1% | $6,507+78.3% |
| Admin fee / account holder | $1,054 | $10,433-89.9% | $8,777-88.0% | $12,624-91.6% |