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 | $160,881 | $65,365+146.1% | $92,893+73.2% | $72,985+120.4% |
| Participation rate | 70.9% | 68.3%+2.6pp | 76.0%-5.1pp | 69.5%+1.4pp |
| Annual return | 22.10% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,133 | $2,594-17.8% | $3,653-41.6% | $2,440-12.6% |
| Participant deferral / active EE | $7,365 | $3,128+135.4% | $4,236+73.9% | $3,607+104.2% |
| Admin fee / account holder | $1,881 | $4,251-55.8% | $5,794-67.5% | $5,124-63.3% |