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 | $213,024 | $181,894+17.1% | $156,549+36.1% | $273,961-22.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 6.17% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $6,955 | $6,248+11.3% | $5,501+26.4% | $4,869+42.8% |
| Participant deferral / active EE | $5,662 | $5,550+2.0% | $4,871+16.2% | $5,287+7.1% |
| Admin fee / account holder | $98,532 | $15,559+533.3% | $13,027+656.3% | $10,132+872.5% |