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 | $173,641 | $72,012+141.1% | $185,823-6.6% | $79,858+117.4% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 12.48% | 23.12%-10.6pp | 35.95%-23.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $598 | $1,965-69.6% | $4,087-85.4% | $2,471-75.8% |
| Participant deferral / active EE | $2,305 | $3,779-39.0% | $5,632-59.1% | $3,740-38.4% |
| Admin fee / account holder | $913 | $4,513-79.8% | $9,500-90.4% | $5,306-82.8% |