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 | $173,842 | $117,841+47.5% | $102,423+69.7% | $145,922+19.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 16.47% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,164 | $3,615-67.8% | $3,023-61.5% | $4,660-75.0% |
| Participant deferral / active EE | $7,843 | $5,731+36.9% | $5,053+55.2% | $6,688+17.3% |
| Admin fee / account holder | $3,152 | $13,326-76.4% | $9,451-66.7% | $13,397-76.5% |