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 | $178,505 | $105,931+68.5% | $81,930+117.9% | $158,922+12.3% |
| Participation rate | 78.6% | 75.6%+3.0pp | 72.0%+6.6pp | 82.0%-3.4pp |
| Annual return | 13.67% | 38.17%-24.5pp | 29.49%-15.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,759 | $7,800-77.4% | $4,310-59.2% | $4,761-63.1% |
| Participant deferral / active EE | $5,908 | $13,003-54.6% | $7,107-16.9% | $5,982-1.2% |
| Admin fee / account holder | $4,434 | $8,489-47.8% | $5,158-14.0% | $11,246-60.6% |