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 | $171,907 | $111,754+53.8% | $103,333+66.4% | $145,922+17.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 21.80% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $4,575 | $4,212+8.6% | $3,868+18.3% | $4,660-1.8% |
| Participant deferral / active EE | $12,199 | $5,619+117.1% | $5,057+141.2% | $6,688+82.4% |
| Admin fee / account holder | $6,901 | $9,750-29.2% | $8,355-17.4% | $13,397-48.5% |