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 | $183,212 | $127,777+43.4% | $106,548+72.0% | $167,490+9.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.55% | 33.87%-23.3pp | 26.80%-16.3pp | 478.56%-468.0pp |
| Employer contribution / active EE | $964 | $3,427-71.9% | $2,819-65.8% | $4,837-80.1% |
| Participant deferral / active EE | $11,109 | $5,087+118.4% | $4,398+152.6% | $6,341+75.2% |
| Admin fee / account holder | $2,194 | $11,228-80.5% | $7,407-70.4% | $12,309-82.2% |