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 | $199,708 | $73,933+170.1% | $96,683+106.6% | $75,163+165.7% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 13.18% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,715 | $2,928-7.3% | $3,737-27.3% | $2,670+1.7% |
| Participant deferral / active EE | $4,503 | $3,659+23.1% | $4,878-7.7% | $4,125+9.2% |
| Admin fee / account holder | $5,556 | $5,216+6.5% | $6,730-17.4% | $5,651-1.7% |