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 | $173,264 | $99,877+73.5% | $84,966+103.9% | $145,922+18.7% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 10.87% | 83.76%-72.9pp | 66.38%-55.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,249 | $3,231-30.4% | $2,727-17.5% | $4,660-51.7% |
| Participant deferral / active EE | $5,062 | $5,291-4.3% | $4,519+12.0% | $6,688-24.3% |
| Admin fee / account holder | $4,558 | $7,248-37.1% | $6,149-25.9% | $13,397-66.0% |