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 | $249,552 | $110,257+126.3% | $96,544+158.5% | $139,434+79.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 13.92% | 26.32%-12.4pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,413 | $3,620-33.3% | $2,965-18.6% | $4,751-49.2% |
| Participant deferral / active EE | $4,780 | $5,548-13.8% | $4,851-1.5% | $6,710-28.8% |
| Admin fee / account holder | $1,868 | $11,591-83.9% | $8,252-77.4% | $11,403-83.6% |