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 | $169,958 | $99,877+70.2% | $84,966+100.0% | $145,922+16.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.82% | 83.76%-71.9pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,159 | $3,231+90.6% | $2,727+125.8% | $4,660+32.2% |
| Participant deferral / active EE | $6,322 | $5,291+19.5% | $4,519+39.9% | $6,688-5.5% |
| Admin fee / account holder | $43,341 | $7,248+498.0% | $6,149+604.9% | $13,397+223.5% |