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 | $221,538 | $148,978+48.7% | $200,582+10.4% | $84,808+161.2% |
| Participation rate | 83.5% | 84.2%-0.7pp | 86.9%-3.3pp | 68.3%+15.2pp |
| Annual return | 18.54% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,473 | $4,815-48.6% | $6,419-61.5% | $2,631-6.0% |
| Participant deferral / active EE | $8,632 | $7,142+20.9% | $9,331-7.5% | $4,212+105.0% |
| Admin fee / account holder | $1,947 | $13,977-86.1% | $16,305-88.1% | $7,344-73.5% |