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 | $174,979 | $49,227+255.5% | $70,449+148.4% | $79,858+119.1% |
| Participation rate | 73.5% | 69.2%+4.3pp | 75.1%-1.6pp | 69.6%+3.8pp |
| Annual return | 18.28% | 30.06%-11.8pp | 109.03%-90.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,365 | $2,099+12.7% | $2,737-13.6% | $2,471-4.3% |
| Participant deferral / active EE | $5,216 | $2,768+88.4% | $3,709+40.6% | $3,740+39.5% |
| Admin fee / account holder | $13,094 | $2,878+354.9% | $3,845+240.5% | $5,306+146.8% |