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 | $183,587 | $101,069+81.6% | $81,478+125.3% | $147,584+24.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 17.22% | 32.40%-15.2pp | 38.78%-21.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,058 | $3,205-4.6% | $2,568+19.1% | $4,876-37.3% |
| Participant deferral / active EE | $5,134 | $4,242+21.0% | $3,537+45.2% | $5,439-5.6% |
| Admin fee / account holder | $517 | $5,812-91.1% | $4,561-88.7% | $10,885-95.3% |