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 | $189,677 | $77,419+145.0% | $69,455+173.1% | $152,861+24.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 18.45% | 39.06%-20.6pp | 28.97%-10.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,189 | $4,414-5.1% | $3,535+18.5% | $5,850-28.4% |
| Admin fee / account holder | $442 | $6,207-92.9% | $3,839-88.5% | $11,596-96.2% |