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 | $187,610 | $109,881+70.7% | $150,045+25.0% | $84,808+121.2% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 15.98% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,007 | $6,636+5.6% | $7,997-12.4% | $4,212+66.4% |
| Admin fee / account holder | $1,342 | $8,568-84.3% | $13,435-90.0% | $7,344-81.7% |