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 | $237,977 | $80,717+194.8% | $154,803+53.7% | $84,808+180.6% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 18.39% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,608 | $2,761+30.7% | $4,305-16.2% | $2,631+37.1% |
| Participant deferral / active EE | $7,552 | $3,303+128.6% | $5,540+36.3% | $4,212+79.3% |
| Admin fee / account holder | $7,313 | $6,746+8.4% | $14,329-49.0% | $7,344-0.4% |