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 | $174,779 | $72,492+141.1% | $87,100+100.7% | $72,985+139.5% |
| Participation rate | 73.5% | 72.8%+0.7pp | 76.9%-3.3pp | 69.5%+4.0pp |
| Annual return | 21.79% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $11,857 | $1,894+526.1% | $2,521+370.3% | $2,440+386.0% |
| Participant deferral / active EE | $2,568 | $3,270-21.5% | $4,049-36.6% | $3,607-28.8% |
| Admin fee / account holder | $714 | $5,055-85.9% | $7,497-90.5% | $5,124-86.1% |