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 | $183,490 | $109,881+67.0% | $150,045+22.3% | $84,808+116.4% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 15.87% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,409 | $6,636+41.8% | $7,997+17.7% | $4,212+123.4% |
| Admin fee / account holder | $6,008 | $8,568-29.9% | $13,435-55.3% | $7,344-18.2% |