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 | $174,901 | $123,793+41.3% | $177,821-1.6% | $79,858+119.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.3pp |
| Annual return | 17.63% | 22.82%-5.2pp | 48.32%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,314 | $4,095-19.1% | $5,918-44.0% | $2,471+34.1% |
| Participant deferral / active EE | $5,646 | $5,956-5.2% | $7,714-26.8% | $3,740+51.0% |
| Admin fee / account holder | $6,737 | $7,243-7.0% | $12,427-45.8% | $5,306+27.0% |