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 | $148,091 | $96,128+54.1% | $136,007+8.9% | $80,856+83.2% |
| Participation rate | 70.6% | 71.2%-0.7pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 12.03% | 28.71%-16.7pp | 579.32%-567.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $764 | $3,351-77.2% | $4,217-81.9% | $2,755-72.3% |
| Participant deferral / active EE | $3,021 | $5,709-47.1% | $7,025-57.0% | $4,296-29.7% |
| Admin fee / account holder | $68,410 | $8,236+730.6% | $6,858+897.5% | $6,918+888.9% |