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 | $224,551 | $80,717+178.2% | $154,803+45.1% | $84,808+164.8% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 17.85% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,933 | $2,761-30.0% | $4,305-55.1% | $2,631-26.5% |
| Participant deferral / active EE | $7,156 | $3,303+116.6% | $5,540+29.2% | $4,212+69.9% |
| Admin fee / account holder | $4,074 | $6,746-39.6% | $14,329-71.6% | $7,344-44.5% |