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 | $177,696 | $80,673+120.3% | $101,326+75.4% | $84,808+109.5% |
| Participation rate | 70.3% | 77.8%-7.5pp | 81.5%-11.2pp | 68.3%+2.0pp |
| Annual return | 15.22% | 38.95%-23.7pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $717 | $2,698-73.4% | $3,665-80.5% | $2,631-72.8% |
| Participant deferral / active EE | $8,445 | $6,840+23.5% | $7,994+5.6% | $4,212+100.5% |
| Admin fee / account holder | $8,071 | $12,784-36.9% | $11,185-27.8% | $7,344+9.9% |