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 | $172,902 | $99,877+73.1% | $84,966+103.5% | $145,922+18.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.55% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,400 | $3,231-25.7% | $2,727-12.0% | $4,660-48.5% |
| Participant deferral / active EE | $5,758 | $5,291+8.8% | $4,519+27.4% | $6,688-13.9% |
| Admin fee / account holder | $47,771 | $7,248+559.1% | $6,149+676.9% | $13,397+256.6% |