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 5-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 | $174,799 | $80,717+116.6% | $154,803+12.9% | $84,808+106.1% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 15.58% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,435 | $2,761-11.8% | $4,305-43.4% | $2,631-7.4% |
| Participant deferral / active EE | $5,664 | $3,303+71.5% | $5,540+2.2% | $4,212+34.5% |
| Admin fee / account holder | $1,787 | $6,746-73.5% | $14,329-87.5% | $7,344-75.7% |