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 | $144,109 | $109,881+31.2% | $150,045-4.0% | $84,808+69.9% |
| Participation rate | 87.7% | 76.1%+11.6pp | 82.3%+5.3pp | 68.3%+19.4pp |
| Annual return | 15.74% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $926 | $3,561-74.0% | $4,693-80.3% | $2,631-64.8% |
| Participant deferral / active EE | $8,534 | $6,636+28.6% | $7,997+6.7% | $4,212+102.6% |
| Admin fee / account holder | $16,466 | $8,568+92.2% | $13,435+22.6% | $7,344+124.2% |