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 | $165,753 | $49,227+236.7% | $70,449+135.3% | $79,858+107.6% |
| Participation rate | 81.1% | 69.2%+11.9pp | 75.1%+6.0pp | 69.6%+11.4pp |
| Annual return | 21.28% | 30.06%-8.8pp | 109.03%-87.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $2,681 | $2,099+27.7% | $2,737-2.0% | $2,471+8.5% |
| Participant deferral / active EE | $3,779 | $2,768+36.5% | $3,709+1.9% | $3,740+1.0% |
| Admin fee / account holder | $3,665 | $2,878+27.3% | $3,845-4.7% | $5,306-30.9% |