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 | $192,701 | $127,065+51.7% | $113,168+70.3% | $142,382+35.3% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 13.55% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,742 | $3,442+8.7% | $2,975+25.8% | $4,299-13.0% |
| Participant deferral / active EE | $7,785 | $5,716+36.2% | $5,107+52.5% | $6,507+19.6% |
| Admin fee / account holder | $368 | $15,736-97.7% | $12,068-97.0% | $12,624-97.1% |