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 | $177,121 | $112,096+58.0% | $95,952+84.6% | $158,922+11.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 14.67% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,152 | $3,198-32.7% | $2,541-15.3% | $4,761-54.8% |
| Participant deferral / active EE | $4,650 | $4,784-2.8% | $4,167+11.6% | $5,982-22.3% |
| Admin fee / account holder | $1,621 | $10,130-84.0% | $6,795-76.1% | $11,246-85.6% |