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 | $171,740 | $99,341+72.9% | $84,750+102.6% | $273,961-37.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.74% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $889 | $4,214-78.9% | $3,574-75.1% | $4,869-81.7% |
| Participant deferral / active EE | $2,556 | $4,269-40.1% | $3,712-31.1% | $5,287-51.7% |
| Admin fee / account holder | $8,612 | $6,644+29.6% | $5,332+61.5% | $10,132-15.0% |