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 | $179,624 | $80,673+122.7% | $101,326+77.3% | $84,808+111.8% |
| Participation rate | 86.0% | 77.8%+8.3pp | 81.5%+4.6pp | 68.3%+17.7pp |
| Annual return | 14.99% | 38.95%-24.0pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,052 | $2,698+50.2% | $3,665+10.5% | $2,631+54.0% |
| Participant deferral / active EE | $15,850 | $6,840+131.7% | $7,994+98.3% | $4,212+276.3% |
| Admin fee / account holder | $4,788 | $12,784-62.5% | $11,185-57.2% | $7,344-34.8% |