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 | $173,310 | $74,888+131.4% | $71,209+143.4% | $142,382+21.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.74% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,818 | $2,854-36.3% | $2,721-33.2% | $4,299-57.7% |
| Participant deferral / active EE | $11,461 | $4,454+157.3% | $4,175+174.5% | $6,507+76.1% |
| Admin fee / account holder | $888 | $5,568-84.1% | $5,349-83.4% | $12,624-93.0% |