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 | $249,906 | $111,754+123.6% | $103,333+141.8% | $145,922+71.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.68% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $939 | $4,212-77.7% | $3,868-75.7% | $4,660-79.8% |
| Participant deferral / active EE | $4,931 | $5,619-12.2% | $5,057-2.5% | $6,688-26.3% |
| Admin fee / account holder | $4,667 | $9,750-52.1% | $8,355-44.1% | $13,397-65.2% |