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 3-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 | $153,535 | $106,515+44.1% | $96,683+58.8% | $139,434+10.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 17.86% | 38.43%-20.6pp | 35.69%-17.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,442 | $4,103-40.5% | $3,737-34.7% | $4,751-48.6% |
| Participant deferral / active EE | $3,833 | $5,454-29.7% | $4,878-21.4% | $6,710-42.9% |
| Admin fee / account holder | $11,592 | $7,877+47.2% | $6,730+72.3% | $11,403+1.7% |