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 | $186,148 | $64,839+187.1% | $95,585+94.7% | $84,808+119.5% |
| Participation rate | 74.3% | 63.8%+10.5pp | 72.1%+2.2pp | 68.3%+6.0pp |
| Annual return | 15.05% | -670.96%+686.0pp | 38.56%-23.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $558 | $1,759-68.3% | $2,527-77.9% | $2,631-78.8% |
| Participant deferral / active EE | $5,278 | $2,965+78.0% | $4,023+31.2% | $4,212+25.3% |
| Admin fee / account holder | $18,565 | $5,964+211.3% | $6,127+203.0% | $7,344+152.8% |