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 | $187,282 | $124,319+50.6% | $111,297+68.3% | $167,490+11.8% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 14.27% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,818 | $3,435-18.0% | $2,731+3.2% | $4,837-41.7% |
| Participant deferral / active EE | $4,341 | $5,180-16.2% | $4,487-3.3% | $6,341-31.5% |
| Admin fee / account holder | $5,270 | $10,618-50.4% | $7,964-33.8% | $12,309-57.2% |