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 | $194,675 | $95,803+103.2% | $113,168+72.0% | $84,808+129.5% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 13.94% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,314 | $2,360-1.9% | $2,975-22.2% | $2,631-12.0% |
| Participant deferral / active EE | $5,370 | $4,242+26.6% | $5,107+5.2% | $4,212+27.5% |
| Admin fee / account holder | $7,029 | $8,989-21.8% | $12,068-41.8% | $7,344-4.3% |