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 | $182,291 | $109,413+66.6% | $156,263+16.7% | $84,808+114.9% |
| Participation rate | 77.2% | 72.7%+4.5pp | 78.9%-1.7pp | 68.3%+8.9pp |
| Annual return | 13.29% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,227 | $2,907+11.0% | $4,333-25.5% | $2,631+22.6% |
| Participant deferral / active EE | $6,492 | $4,590+41.4% | $6,158+5.4% | $4,212+54.1% |
| Admin fee / account holder | $5,397 | $9,357-42.3% | $14,255-62.1% | $7,344-26.5% |