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 | $204,510 | $77,503+163.9% | $100,391+103.7% | $80,856+152.9% |
| Participation rate | 74.5% | 76.9%-2.5pp | 81.5%-7.0pp | 67.6%+6.9pp |
| Annual return | 13.76% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,861 | $2,801+2.2% | $3,942-27.4% | $2,755+3.9% |
| Participant deferral / active EE | $9,789 | $6,820+43.5% | $8,082+21.1% | $4,296+127.9% |
| Admin fee / account holder | $4,501 | $5,897-23.7% | $7,899-43.0% | $6,918-34.9% |