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 | $141,606 | $148,978-4.9% | $200,582-29.4% | $84,808+67.0% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 28.19% | 28.16%0pp | 42.33%-14.1pp | 40.90%-12.7pp |
| Employer contribution / active EE | $3,034 | $4,815-37.0% | $6,419-52.7% | $2,631+15.3% |
| Participant deferral / active EE | $11,254 | $7,142+57.6% | $9,331+20.6% | $4,212+167.2% |
| Admin fee / account holder | $23,617 | $13,977+69.0% | $16,305+44.8% | $7,344+221.6% |