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 | $191,160 | $102,828+85.9% | $105,387+81.4% | $152,861+25.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.6%-4.8pp | 82.4%-4.7pp |
| Annual return | 18.20% | 20.85%-2.7pp | 26.82%-8.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,090 | $4,473+36.2% | $4,213+44.6% | $4,762+27.9% |
| Participant deferral / active EE | $11,349 | $5,465+107.7% | $5,502+106.3% | $5,850+94.0% |
| Admin fee / account holder | $9,442 | $8,683+8.7% | $6,559+44.0% | $11,596-18.6% |