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 | $180,356 | $124,281+45.1% | $109,143+65.2% | $167,490+7.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.33% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,347 | $4,207-44.2% | $3,722-36.9% | $4,837-51.5% |
| Participant deferral / active EE | $4,447 | $5,255-15.4% | $4,653-4.4% | $6,341-29.9% |
| Admin fee / account holder | $2,505 | $7,970-68.6% | $6,752-62.9% | $12,309-79.6% |