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 | $205,773 | $80,968+154.1% | $96,544+113.1% | $75,163+173.8% |
| Participation rate | 78.3% | 71.8%+6.5pp | 76.0%+2.3pp | 67.2%+11.1pp |
| Annual return | 19.20% | 27.06%-7.9pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,608 | $2,282+14.3% | $2,965-12.0% | $2,670-2.3% |
| Participant deferral / active EE | $6,912 | $3,928+76.0% | $4,851+42.5% | $4,125+67.6% |
| Admin fee / account holder | $2,427 | $6,724-63.9% | $8,252-70.6% | $5,651-57.1% |