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 | $168,615 | $99,652+69.2% | $78,778+114.0% | $147,584+14.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 14.78% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $548 | $2,796-80.4% | $1,986-72.4% | $4,876-88.8% |
| Participant deferral / active EE | $853 | $3,664-76.7% | $2,958-71.2% | $5,439-84.3% |
| Admin fee / account holder | $3,775 | $7,155-47.2% | $5,134-26.5% | $10,885-65.3% |