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 | $173,066 | $87,733+97.3% | $106,548+62.4% | $85,850+101.6% |
| Participation rate | 74.3% | 71.9%+2.4pp | 76.1%-1.8pp | 69.3%+5.0pp |
| Annual return | 15.22% | 21.86%-6.6pp | 26.80%-11.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,357 | $2,073-34.5% | $2,819-51.9% | $2,565-47.1% |
| Participant deferral / active EE | $2,799 | $3,469-19.3% | $4,398-36.4% | $3,952-29.2% |
| Admin fee / account holder | $3,137 | $6,767-53.6% | $7,407-57.6% | $6,260-49.9% |