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 | $172,324 | $78,422+119.7% | $95,952+79.6% | $79,858+115.8% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 14.49% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $967 | $1,945-50.3% | $2,541-61.9% | $2,471-60.9% |
| Participant deferral / active EE | $4,705 | $3,440+36.8% | $4,167+12.9% | $3,740+25.8% |
| Admin fee / account holder | $25,194 | $5,622+348.1% | $6,795+270.8% | $5,306+374.8% |