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 | $223,192 | $95,803+133.0% | $113,168+97.2% | $84,808+163.2% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | 13.84% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,355 | $2,360-0.2% | $2,975-20.8% | $2,631-10.5% |
| Participant deferral / active EE | $3,917 | $4,242-7.7% | $5,107-23.3% | $4,212-7.0% |
| Admin fee / account holder | $5,276 | $8,989-41.3% | $12,068-56.3% | $7,344-28.2% |