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 5-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 | $183,373 | $104,664+75.2% | $85,682+114.0% | $167,490+9.5% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 11.36% | 21.45%-10.1pp | 21.49%-10.1pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,078 | $3,337+22.2% | $2,618+55.7% | $4,837-15.7% |
| Participant deferral / active EE | $7,069 | $4,824+46.5% | $3,923+80.2% | $6,341+11.5% |
| Admin fee / account holder | $1,480 | $10,032-85.2% | $6,873-78.5% | $12,309-88.0% |