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 | $142,530 | $73,933+92.8% | $96,683+47.4% | $75,163+89.6% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 17.95% | 26.70%-8.8pp | 35.69%-17.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,203 | $2,928-24.7% | $3,737-41.0% | $2,670-17.5% |
| Participant deferral / active EE | $2,803 | $3,659-23.4% | $4,878-42.5% | $4,125-32.1% |
| Admin fee / account holder | $5,604 | $5,216+7.4% | $6,730-16.7% | $5,651-0.8% |