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 | $168,921 | $115,770+45.9% | $101,248+66.8% | $158,922+6.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.52% | 56.14%-46.6pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,840 | $4,175-32.0% | $3,660-22.4% | $4,761-40.3% |
| Participant deferral / active EE | $5,052 | $4,957+1.9% | $4,370+15.6% | $5,982-15.6% |
| Admin fee / account holder | $501 | $7,245-93.1% | $5,945-91.6% | $11,246-95.5% |