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 | $181,041 | $80,717+124.3% | $154,803+16.9% | $84,808+113.5% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 15.71% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,643 | $2,761+31.9% | $4,305-15.4% | $2,631+38.5% |
| Participant deferral / active EE | $8,887 | $3,303+169.0% | $5,540+60.4% | $4,212+111.0% |
| Admin fee / account holder | $7,174 | $6,746+6.4% | $14,329-49.9% | $7,344-2.3% |