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 | $184,214 | $86,929+111.9% | $102,423+79.9% | $80,856+127.8% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.6pp |
| Annual return | 14.82% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,849 | $2,369-21.9% | $3,023-38.8% | $2,755-32.9% |
| Participant deferral / active EE | $3,906 | $4,118-5.1% | $5,053-22.7% | $4,296-9.1% |
| Admin fee / account holder | $970 | $8,049-88.0% | $9,451-89.7% | $6,918-86.0% |