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 | $166,645 | $99,985+66.7% | $146,665+13.6% | $85,850+94.1% |
| Participation rate | 72.7% | 73.1%-0.3pp | 80.1%-7.3pp | 69.3%+3.4pp |
| Annual return | 12.24% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,380 | $2,559-46.1% | $4,136-66.6% | $2,565-46.2% |
| Participant deferral / active EE | $3,542 | $4,006-11.6% | $5,506-35.7% | $3,952-10.4% |
| Admin fee / account holder | $27,446 | $7,702+256.3% | $10,280+167.0% | $6,260+338.4% |