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 | $221,797 | $87,013+154.9% | $106,213+108.8% | $80,856+174.3% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.3%-2.9pp | 67.6%+4.8pp |
| Annual return | 16.00% | 17.05%-1.0pp | 116.14%-100.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,543 | $2,395-35.6% | $3,171-51.3% | $2,755-44.0% |
| Participant deferral / active EE | $4,775 | $3,986+19.8% | $5,016-4.8% | $4,296+11.2% |
| Admin fee / account holder | $1,566 | $8,431-81.4% | $11,033-85.8% | $6,918-77.4% |