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 | $164,796 | $78,422+110.1% | $95,952+71.7% | $79,858+106.4% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.6pp |
| Annual return | 15.15% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,253 | $1,945-35.6% | $2,541-50.7% | $2,471-49.3% |
| Participant deferral / active EE | $3,437 | $3,440-0.1% | $4,167-17.5% | $3,740-8.1% |
| Admin fee / account holder | $5,895 | $5,622+4.8% | $6,795-13.3% | $5,306+11.1% |