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 | $220,940 | $138,347+59.7% | $184,203+19.9% | $80,856+173.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 13.91% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,756 | $4,850-1.9% | $6,427-26.0% | $2,755+72.7% |
| Participant deferral / active EE | $8,472 | $7,071+19.8% | $9,131-7.2% | $4,296+97.2% |
| Admin fee / account holder | $20,822 | $10,483+98.6% | $13,901+49.8% | $6,918+201.0% |