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 | $191,456 | $135,952+40.8% | $123,892+54.5% | $273,961-30.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.18% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,602 | $5,170-49.7% | $4,617-43.6% | $4,869-46.6% |
| Participant deferral / active EE | $4,753 | $6,343-25.1% | $5,984-20.6% | $5,287-10.1% |
| Admin fee / account holder | $1,846 | $9,817-81.2% | $8,357-77.9% | $10,132-81.8% |