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 | $154,507 | $72,492+113.1% | $87,100+77.4% | $72,985+111.7% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 18.98% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,357 | $3,270+2.7% | $4,049-17.1% | $3,607-6.9% |
| Admin fee / account holder | $2,405 | $5,055-52.4% | $7,497-67.9% | $5,124-53.1% |