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 | $160,190 | $94,625+69.3% | $116,228+37.8% | $84,808+88.9% |
| Participation rate | 70.4% | 70.4%0pp | 74.6%-4.1pp | 68.3%+2.1pp |
| Annual return | 14.82% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,304 | $2,347-1.8% | $2,994-23.0% | $2,631-12.4% |
| Participant deferral / active EE | $4,222 | $3,972+6.3% | $4,953-14.8% | $4,212+0.2% |
| Admin fee / account holder | $23,611 | $10,091+134.0% | $11,989+96.9% | $7,344+221.5% |