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 | $197,580 | $95,803+106.2% | $113,168+74.6% | $84,808+133.0% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 16.18% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,031 | $2,360+28.4% | $2,975+1.9% | $2,631+15.2% |
| Participant deferral / active EE | $7,576 | $4,242+78.6% | $5,107+48.3% | $4,212+79.9% |
| Admin fee / account holder | $9,271 | $8,989+3.1% | $12,068-23.2% | $7,344+26.2% |