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 | $173,329 | $99,877+73.5% | $84,966+104.0% | $145,922+18.8% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 15.85% | 83.76%-67.9pp | 66.38%-50.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,230 | $3,231-31.0% | $2,727-18.2% | $4,660-52.1% |
| Participant deferral / active EE | $6,514 | $5,291+23.1% | $4,519+44.1% | $6,688-2.6% |
| Admin fee / account holder | $17,675 | $7,248+143.9% | $6,149+187.5% | $13,397+31.9% |