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 | $202,584 | $116,875+73.3% | $135,584+49.4% | $116,875+73.3% |
| Participation rate | 75.9% | 74.5%+1.3pp | 74.9%+1.0pp | 74.5%+1.3pp |
| Annual return | 24.03% | 16.29%+7.7pp | -6.29%+30.3pp | 16.29%+7.7pp |
| Employer contribution / active EE | $2,909 | $3,288-11.5% | $2,978-2.3% | $3,288-11.5% |
| Participant deferral / active EE | $5,747 | $3,885+47.9% | $3,505+64.0% | $3,885+47.9% |
| Admin fee / account holder | $1,265 | $12,263-89.7% | $7,720-83.6% | $12,263-89.7% |