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 | $177,500 | $124,281+42.8% | $109,143+62.6% | $167,490+6.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 30.70% | 26.04%+4.7pp | 25.75%+4.9pp | 478.56%-447.9pp |
| Employer contribution / active EE | $1,439 | $4,207-65.8% | $3,722-61.3% | $4,837-70.3% |
| Participant deferral / active EE | $4,159 | $5,255-20.9% | $4,653-10.6% | $6,341-34.4% |
| Admin fee / account holder | $63,904 | $7,970+701.8% | $6,752+846.4% | $12,309+419.2% |