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 7-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 | $122,298 | $124,281-1.6% | $109,143+12.1% | $167,490-27.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 16.26% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,575 | $4,207-15.0% | $3,722-3.9% | $4,837-26.1% |
| Participant deferral / active EE | $9,147 | $5,255+74.1% | $4,653+96.6% | $6,341+44.2% |
| Admin fee / account holder | $5,116 | $7,970-35.8% | $6,752-24.2% | $12,309-58.4% |