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 | $206,165 | $77,503+166.0% | $100,391+105.4% | $80,856+155.0% |
| Participation rate | 87.8% | 76.9%+10.9pp | 81.5%+6.3pp | 67.6%+20.2pp |
| Annual return | 18.26% | 37.20%-18.9pp | 49.20%-30.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,577 | $2,801-43.7% | $3,942-60.0% | $2,755-42.7% |
| Participant deferral / active EE | $4,620 | $6,820-32.3% | $8,082-42.8% | $4,296+7.6% |
| Admin fee / account holder | $31,723 | $5,897+438.0% | $7,899+301.6% | $6,918+358.6% |