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 | $181,181 | $117,983+53.6% | $101,794+78.0% | $142,382+27.2% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 20.74% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,889 | $2,773+4.2% | $2,289+26.2% | $4,299-32.8% |
| Participant deferral / active EE | $5,228 | $4,714+10.9% | $4,084+28.0% | $6,507-19.7% |
| Admin fee / account holder | $800 | $10,433-92.3% | $8,777-90.9% | $12,624-93.7% |