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 | $173,480 | $54,705+217.1% | $71,209+143.6% | $84,808+104.6% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | 14.50% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $751 | $2,158-65.2% | $2,721-72.4% | $2,631-71.4% |
| Participant deferral / active EE | $5,397 | $3,030+78.1% | $4,175+29.3% | $4,212+28.2% |
| Admin fee / account holder | $1,923 | $4,863-60.5% | $5,349-64.1% | $7,344-73.8% |