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 | $180,877 | $201,272-10.1% | $184,203-1.8% | $145,922+24.0% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 10.59% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,725 | $7,022-61.2% | $6,427-57.6% | $4,660-41.5% |
| Participant deferral / active EE | $9,036 | $9,806-7.9% | $9,131-1.0% | $6,688+35.1% |
| Admin fee / account holder | $21,711 | $16,364+32.7% | $13,901+56.2% | $13,397+62.1% |