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 | $182,079 | $106,515+70.9% | $96,683+88.3% | $139,434+30.6% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 15.72% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,518 | $4,103-63.0% | $3,737-59.4% | $4,751-68.0% |
| Participant deferral / active EE | $3,455 | $5,454-36.7% | $4,878-29.2% | $6,710-48.5% |
| Admin fee / account holder | $397 | $7,877-95.0% | $6,730-94.1% | $11,403-96.5% |