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 | $135,031 | $65,041+107.6% | $90,951+48.5% | $79,858+69.1% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.0%+1.0pp | 69.6%+0.4pp |
| Annual return | 15.86% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $545 | $1,247-56.3% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $3,177 | $2,512+26.5% | $3,373-5.8% | $3,740-15.1% |
| Admin fee / account holder | $28,017 | $4,536+517.7% | $5,959+370.2% | $5,306+428.0% |