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 | $194,752 | $105,931+83.8% | $81,930+137.7% | $158,922+22.5% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.0%+0.2pp | 82.0%-9.7pp |
| Annual return | 5.74% | 38.17%-32.4pp | 29.49%-23.7pp | 302.83%-297.1pp |
| Employer contribution / active EE | $398 | $7,800-94.9% | $4,310-90.8% | $4,761-91.6% |
| Participant deferral / active EE | $2,006 | $13,003-84.6% | $7,107-71.8% | $5,982-66.5% |
| Admin fee / account holder | $8,176 | $8,489-3.7% | $5,158+58.5% | $11,246-27.3% |