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 | $154,902 | $78,422+97.5% | $95,952+61.4% | $79,858+94.0% |
| Participation rate | 74.0% | 73.5%+0.5pp | 77.1%-3.1pp | 69.6%+4.3pp |
| Annual return | 12.20% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,822 | $1,945-6.3% | $2,541-28.3% | $2,471-26.2% |
| Participant deferral / active EE | $4,969 | $3,440+44.5% | $4,167+19.3% | $3,740+32.9% |
| Admin fee / account holder | $563 | $5,622-90.0% | $6,795-91.7% | $5,306-89.4% |