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 | $185,731 | $78,672+136.1% | $109,143+70.2% | $85,850+116.3% |
| Participation rate | 77.4% | 68.3%+9.1pp | 75.9%+1.5pp | 69.3%+8.1pp |
| Annual return | 17.67% | 25.09%-7.4pp | 25.75%-8.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,202 | $2,735-19.5% | $3,722-40.8% | $2,565-14.2% |
| Participant deferral / active EE | $8,015 | $3,467+131.2% | $4,653+72.3% | $3,952+102.8% |
| Admin fee / account holder | $1,588 | $5,469-71.0% | $6,752-76.5% | $6,260-74.6% |