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 | $178,819 | $127,065+40.7% | $113,168+58.0% | $142,382+25.6% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 15.11% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,995 | $3,442-42.0% | $2,975-32.9% | $4,299-53.6% |
| Participant deferral / active EE | $5,950 | $5,716+4.1% | $5,107+16.5% | $6,507-8.6% |
| Admin fee / account holder | $854 | $15,736-94.6% | $12,068-92.9% | $12,624-93.2% |