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 | $198,883 | $60,022+231.3% | $88,946+123.6% | $84,808+134.5% |
| Participation rate | 75.0% | 57.8%+17.2pp | 68.8%+6.2pp | 68.3%+6.7pp |
| Annual return | 13.72% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,425 | $3,114+74.2% | $4,581+18.4% | $4,212+28.8% |
| Admin fee / account holder | $4,431 | $4,811-7.9% | $8,261-46.4% | $7,344-39.7% |