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 | $178,742 | $109,881+62.7% | $150,045+19.1% | $84,808+110.8% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 17.41% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,183 | $3,561+17.5% | $4,693-10.9% | $2,631+59.0% |
| Participant deferral / active EE | $8,117 | $6,636+22.3% | $7,997+1.5% | $4,212+92.7% |
| Admin fee / account holder | $4,015 | $8,568-53.1% | $13,435-70.1% | $7,344-45.3% |