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 | $179,958 | $163,101+10.3% | $136,749+31.6% | $142,382+26.4% |
| Participation rate | 73.3% | 78.2%-4.9pp | 72.1%+1.2pp | 80.1%-6.8pp |
| Annual return | 11.75% | 27.54%-15.8pp | 24.33%-12.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,530 | $4,117-38.5% | $3,400-25.6% | $4,299-41.2% |
| Participant deferral / active EE | $2,953 | $5,585-47.1% | $4,692-37.1% | $6,507-54.6% |
| Admin fee / account holder | $91,457 | $14,318+538.7% | $11,386+703.2% | $12,624+624.5% |