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 | $174,482 | $117,841+48.1% | $102,423+70.4% | $145,922+19.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 23.71% | 31.65%-7.9pp | 29.32%-5.6pp | 561.29%-537.6pp |
| Employer contribution / active EE | $1,630 | $3,615-54.9% | $3,023-46.1% | $4,660-65.0% |
| Participant deferral / active EE | $5,218 | $5,731-8.9% | $5,053+3.3% | $6,688-22.0% |
| Admin fee / account holder | $14,597 | $13,326+9.5% | $9,451+54.5% | $13,397+9.0% |