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 | $126,250 | $80,717+56.4% | $154,803-18.4% | $84,808+48.9% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 13.52% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,815 | $2,761+1.9% | $4,305-34.6% | $2,631+7.0% |
| Participant deferral / active EE | $5,081 | $3,303+53.8% | $5,540-8.3% | $4,212+20.6% |
| Admin fee / account holder | $71,878 | $6,746+965.6% | $14,329+401.6% | $7,344+878.8% |