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 | $172,397 | $72,492+137.8% | $87,100+97.9% | $72,985+136.2% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 22.87% | 24.46%-1.6pp | 28.19%-5.3pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,330 | $1,894-29.8% | $2,521-47.2% | $2,440-45.5% |
| Participant deferral / active EE | $4,476 | $3,270+36.9% | $4,049+10.6% | $3,607+24.1% |
| Admin fee / account holder | $3,829 | $5,055-24.3% | $7,497-48.9% | $5,124-25.3% |