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 | $153,874 | $30,400+406.2% | $53,898+185.5% | $84,808+81.4% |
| Participation rate | 78.1% | 46.4%+31.7pp | 55.0%+23.2pp | 68.3%+9.8pp |
| Annual return | 16.49% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,551 | $603+655.0% | $932+388.3% | $2,631+73.0% |
| Participant deferral / active EE | $3,903 | $1,199+225.6% | $1,826+113.7% | $4,212-7.3% |
| Admin fee / account holder | $623 | $1,993-68.7% | $2,491-75.0% | $7,344-91.5% |