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 | $176,567 | $106,515+65.8% | $96,683+82.6% | $139,434+26.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 18.66% | 38.43%-19.8pp | 35.69%-17.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,597 | $4,103-36.7% | $3,737-30.5% | $4,751-45.3% |
| Participant deferral / active EE | $14,382 | $5,454+163.7% | $4,878+194.8% | $6,710+114.3% |
| Admin fee / account holder | $1,439 | $7,877-81.7% | $6,730-78.6% | $11,403-87.4% |