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 | $176,603 | $118,680+48.8% | $98,907+78.6% | $158,922+11.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 9.43% | 372.35%-362.9pp | 196.43%-187.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $767 | $3,333-77.0% | $2,689-71.5% | $4,761-83.9% |
| Participant deferral / active EE | $4,014 | $5,088-21.1% | $4,244-5.4% | $5,982-32.9% |
| Admin fee / account holder | $22,452 | $10,131+121.6% | $6,642+238.1% | $11,246+99.7% |