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 9-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 | $130,116 | $59,839+117.4% | $81,983+58.7% | $79,858+62.9% |
| Participation rate | 77.6% | 61.6%+15.9pp | 69.2%+8.3pp | 69.6%+7.9pp |
| Annual return | 14.56% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,874 | $1,713+67.7% | $2,498+15.1% | $2,471+16.3% |
| Participant deferral / active EE | $6,347 | $2,695+135.5% | $3,722+70.5% | $3,740+69.7% |
| Admin fee / account holder | $4,065 | $4,287-5.2% | $5,664-28.2% | $5,306-23.4% |