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 | $177,919 | $71,516+148.8% | $98,439+80.7% | $71,457+149.0% |
| Participation rate | 76.5% | 72.7%+3.8pp | 75.2%+1.3pp | 67.9%+8.5pp |
| Annual return | 16.03% | 32.41%-16.4pp | 21.16%-5.1pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,833 | $2,399-23.6% | $3,048-39.9% | $2,588-29.2% |
| Participant deferral / active EE | $4,962 | $4,109+20.8% | $4,738+4.7% | $4,289+15.7% |
| Admin fee / account holder | $25,757 | $1,675+1437.9% | $8,948+187.9% | $1,587+1522.7% |