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 | $179,025 | $106,515+68.1% | $96,683+85.2% | $139,434+28.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 14.20% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,314 | $4,103-43.6% | $3,737-38.1% | $4,751-51.3% |
| Participant deferral / active EE | $10,099 | $5,454+85.2% | $4,878+107.0% | $6,710+50.5% |
| Admin fee / account holder | $13,476 | $7,877+71.1% | $6,730+100.2% | $11,403+18.2% |