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 | $173,883 | $65,041+167.3% | $90,951+91.2% | $79,858+117.7% |
| Participation rate | 96.7% | 61.6%+35.1pp | 69.0%+27.7pp | 69.6%+27.0pp |
| Annual return | 17.31% | 30.45%-13.1pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $583 | $1,247-53.2% | $2,122-72.5% | $2,471-76.4% |
| Participant deferral / active EE | $3,707 | $2,512+47.6% | $3,373+9.9% | $3,740-0.9% |
| Admin fee / account holder | $2,662 | $4,536-41.3% | $5,959-55.3% | $5,306-49.8% |