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 | $143,929 | $63,346+127.2% | $92,233+56.0% | $70,131+105.2% |
| Participation rate | 92.5% | 68.7%+23.8pp | 76.5%+16.0pp | 69.5%+22.9pp |
| Annual return | 17.19% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $969 | $2,471-60.8% | $3,679-73.7% | $2,342-58.6% |
| Participant deferral / active EE | $5,743 | $2,854+101.2% | $3,897+47.4% | $3,332+72.4% |
| Admin fee / account holder | $1,781 | $3,840-53.6% | $5,194-65.7% | $4,645-61.7% |