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 | $154,497 | $98,750+56.5% | $149,696+3.2% | $79,858+93.5% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 14.66% | 27.43%-12.8pp | 276.60%-261.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,674 | $3,216-48.0% | $4,644-64.0% | $2,471-32.3% |
| Participant deferral / active EE | $6,556 | $5,680+15.4% | $6,842-4.2% | $3,740+75.3% |
| Admin fee / account holder | $314 | $6,053-94.8% | $9,309-96.6% | $5,306-94.1% |