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 4-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 | $133,616 | $80,717+65.5% | $154,803-13.7% | $84,808+57.6% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 14.89% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,812 | $2,761+1.8% | $4,305-34.7% | $2,631+6.9% |
| Participant deferral / active EE | $6,692 | $3,303+102.6% | $5,540+20.8% | $4,212+58.9% |
| Admin fee / account holder | $3,508 | $6,746-48.0% | $14,329-75.5% | $7,344-52.2% |