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 | $188,491 | $77,660+142.7% | $109,143+72.7% | $79,386+137.4% |
| Participation rate | 70.9% | 67.8%+3.1pp | 75.9%-5.0pp | 70.7%+0.2pp |
| Annual return | 16.14% | 23.44%-7.3pp | 25.75%-9.6pp | 116.85%-100.7pp |
| Employer contribution / active EE | $2,518 | $2,797-10.0% | $3,722-32.3% | $2,427+3.7% |
| Participant deferral / active EE | $7,025 | $3,518+99.7% | $4,653+51.0% | $4,046+73.6% |
| Admin fee / account holder | $7,724 | $732+954.9% | $6,752+14.4% | $626+1133.0% |