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 9-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 | $182,160 | $127,065+43.4% | $113,168+61.0% | $142,382+27.9% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 15.79% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,496 | $3,442-27.5% | $2,975-16.1% | $4,299-41.9% |
| Participant deferral / active EE | $5,345 | $5,716-6.5% | $5,107+4.7% | $6,507-17.9% |
| Admin fee / account holder | $1,038 | $15,736-93.4% | $12,068-91.4% | $12,624-91.8% |