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 | $170,822 | $84,556+102.0% | $116,228+47.0% | $74,304+129.9% |
| Participation rate | 71.6% | 66.0%+5.5pp | 74.6%-3.0pp | 60.3%+11.2pp |
| Annual return | 14.92% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,086 | $2,168-49.9% | $2,994-63.7% | $2,241-51.6% |
| Participant deferral / active EE | $3,907 | $3,814+2.4% | $4,953-21.1% | $3,767+3.7% |
| Admin fee / account holder | $8,351 | $3,792+120.2% | $11,989-30.3% | $2,969+181.3% |