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 | $171,543 | $148,978+15.1% | $200,582-14.5% | $84,808+102.3% |
| Participation rate | 76.9% | 84.2%-7.3pp | 86.9%-10.0pp | 68.3%+8.6pp |
| Annual return | 13.52% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,204 | $4,815-54.2% | $6,419-65.7% | $2,631-16.2% |
| Participant deferral / active EE | $6,650 | $7,142-6.9% | $9,331-28.7% | $4,212+57.9% |
| Admin fee / account holder | $2,311 | $13,977-83.5% | $16,305-85.8% | $7,344-68.5% |