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 | $221,446 | $162,781+36.0% | $133,956+65.3% | $158,922+39.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 18.26% | 41.94%-23.7pp | 45.09%-26.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $6,264 | $4,975+25.9% | $3,919+59.9% | $4,761+31.6% |
| Participant deferral / active EE | $3,388 | $5,911-42.7% | $5,048-32.9% | $5,982-43.4% |
| Admin fee / account holder | $20,230 | $11,736+72.4% | $8,927+126.6% | $11,246+79.9% |