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 | $169,971 | $64,839+162.1% | $95,585+77.8% | $84,808+100.4% |
| Participation rate | 70.7% | 63.8%+6.9pp | 72.1%-1.3pp | 68.3%+2.4pp |
| Annual return | 16.05% | -670.96%+687.0pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,123 | $1,759+20.7% | $2,527-16.0% | $2,631-19.3% |
| Participant deferral / active EE | $3,984 | $2,965+34.4% | $4,023-1.0% | $4,212-5.4% |
| Admin fee / account holder | $6,913 | $5,964+15.9% | $6,127+12.8% | $7,344-5.9% |