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 | $177,000 | $105,931+67.1% | $81,930+116.0% | $158,922+11.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 9.28% | 38.17%-28.9pp | 29.49%-20.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,684 | $7,800-78.4% | $4,310-60.9% | $4,761-64.6% |
| Participant deferral / active EE | $2,872 | $13,003-77.9% | $7,107-59.6% | $5,982-52.0% |
| Admin fee / account holder | $14,198 | $8,489+67.2% | $5,158+175.3% | $11,246+26.2% |