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 7-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 | $170,004 | $115,770+46.8% | $101,248+67.9% | $158,922+7.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 9.93% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,436 | $4,175-41.7% | $3,660-33.4% | $4,761-48.8% |
| Participant deferral / active EE | $5,746 | $4,957+15.9% | $4,370+31.5% | $5,982-3.9% |
| Admin fee / account holder | $4,293 | $7,245-40.7% | $5,945-27.8% | $11,246-61.8% |