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 | $154,069 | $110,257+39.7% | $96,544+59.6% | $139,434+10.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 13.59% | 26.32%-12.7pp | 25.84%-12.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,612 | $3,620-27.9% | $2,965-11.9% | $4,751-45.0% |
| Participant deferral / active EE | $7,023 | $5,548+26.6% | $4,851+44.8% | $6,710+4.7% |
| Admin fee / account holder | $5,563 | $11,591-52.0% | $8,252-32.6% | $11,403-51.2% |