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 | $170,525 | $99,877+70.7% | $84,966+100.7% | $145,922+16.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.85% | 83.76%-71.9pp | 66.38%-54.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,001 | $3,231-7.1% | $2,727+10.1% | $4,660-35.6% |
| Participant deferral / active EE | $4,933 | $5,291-6.8% | $4,519+9.1% | $6,688-26.2% |
| Admin fee / account holder | $87,956 | $7,248+1113.5% | $6,149+1330.5% | $13,397+556.5% |