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 | $160,138 | $78,926+102.9% | $136,749+17.1% | $84,808+88.8% |
| Participation rate | 89.3% | 62.2%+27.1pp | 72.1%+17.1pp | 68.3%+21.0pp |
| Annual return | 12.84% | 18.17%-5.3pp | 24.33%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,969 | $2,134-7.7% | $3,400-42.1% | $2,631-25.2% |
| Participant deferral / active EE | $5,125 | $3,168+61.8% | $4,692+9.2% | $4,212+21.7% |
| Admin fee / account holder | $48,162 | $6,369+656.2% | $11,386+323.0% | $7,344+555.8% |