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 | $179,983 | $65,365+175.3% | $92,893+93.8% | $72,985+146.6% |
| Participation rate | 77.4% | 68.3%+9.1pp | 76.0%+1.4pp | 69.5%+7.9pp |
| Annual return | 18.17% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,499 | $2,594-3.7% | $3,653-31.6% | $2,440+2.4% |
| Participant deferral / active EE | $6,860 | $3,128+119.3% | $4,236+61.9% | $3,607+90.2% |
| Admin fee / account holder | $23,493 | $4,251+452.6% | $5,794+305.5% | $5,124+358.5% |