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 | $182,255 | $124,281+46.6% | $109,143+67.0% | $167,490+8.8% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.9%+6.7pp | 82.1%+0.5pp |
| Annual return | 17.79% | 26.04%-8.2pp | 25.75%-8.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,211 | $4,207-47.5% | $3,722-40.6% | $4,837-54.3% |
| Participant deferral / active EE | $3,726 | $5,255-29.1% | $4,653-19.9% | $6,341-41.2% |
| Admin fee / account holder | $3,787 | $7,970-52.5% | $6,752-43.9% | $12,309-69.2% |