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 | $171,213 | $86,929+97.0% | $102,423+67.2% | $80,856+111.7% |
| Participation rate | 77.0% | 72.4%+4.7pp | 76.5%+0.6pp | 67.6%+9.4pp |
| Annual return | 11.13% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,435 | $2,369+2.8% | $3,023-19.5% | $2,755-11.6% |
| Participant deferral / active EE | $4,333 | $4,118+5.2% | $5,053-14.3% | $4,296+0.9% |
| Admin fee / account holder | $3,091 | $8,049-61.6% | $9,451-67.3% | $6,918-55.3% |