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 7-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 | $173,197 | $115,770+49.6% | $101,248+71.1% | $158,922+9.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 19.65% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,570 | $4,175-38.4% | $3,660-29.8% | $4,761-46.0% |
| Participant deferral / active EE | $5,703 | $4,957+15.0% | $4,370+30.5% | $5,982-4.7% |
| Admin fee / account holder | $454 | $7,245-93.7% | $5,945-92.4% | $11,246-96.0% |