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 | $173,818 | $95,971+81.1% | $74,550+133.2% | $135,375+28.4% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 5.45% | 56.96%-51.5pp | 32.53%-27.1pp | 519.73%-514.3pp |
| Employer contribution / active EE | $558 | $2,716-79.5% | $1,961-71.6% | $4,779-88.3% |
| Participant deferral / active EE | $855 | $3,843-77.7% | $3,108-72.5% | $5,609-84.7% |
| Admin fee / account holder | $5,775 | $6,522-11.4% | $5,060+14.1% | $10,827-46.7% |